Garret Jacob-keith Mogg
Investment adviser representative at Mwa Financial Services, Inc.
11 yearsExperience
1 stateRegistered in
$640MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mwa Financial Services Inc.Jan 2025 to now
- Modern Woodmen of AmericaOct 2024 to now
- Vantg Flooring & InteriorsJan 2024 to now
- Modern Woodmen of AmericaMay 2023 to Jan 2024
- Shots On the RiverAug 2022 to May 2023
- Mike's Meat ProcessingAug 2021 to Dec 2021
- SstJan 2020 to May 2020
- Grand Valley State UniversityAug 2019 to May 2023
- Meridian Early College High SchoolsJan 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8031666
- Firm CRD
- 112630