Taylor Alexis Farley
Investment adviser representative at Mwa Financial Services, Inc.
12 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
12 years in the industry.
- Mwa Financial Services, Inc.Apr 2025 to now
- Modern Woodmen of AmericaDec 2024 to now
- Quality Title InsuranceAug 2020 to Dec 2024
- Putnam CountyJan 2018 to Aug 2020
- Bieniek Law, P.C.Nov 2017 to Jan 2018
- Putnam County Prosecutors OfficeJan 2017 to Dec 2017
- Round Barn DaycareNov 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 8077842
- Firm CRD
- 112630