Carlos Enrique Sanchez
Investment adviser representative at Mwa Financial Services, Inc.
11 yearsExperience
2 statesRegistered 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.Apr 2025 to now
- Modern Woodmen of AmericaNov 2024 to now
- UnemployedApr 2024 to Nov 2024
- Fastenal CompanyApr 2021 to Apr 2024
- Protuning LabJun 2019 to Apr 2021
- Bentley MillsJun 2017 to Sep 2017
- Student Success InstituteJun 2016 to Jun 2019
- Glen A. Wilson High SchoolApr 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
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
- 8081442
- Firm CRD
- 112630