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Ricky Lee Johnson

Investment adviser representative at Mwa Financial Services, Inc.
14 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

14 years in the industry.

  1. Mwa Financial Services, Inc.Aug 2025 to now
  2. Modern Woodmen of AmericaMay 2025 to now
  3. R&r Johnson Enterprises LLCApr 2018 to Apr 2025
  4. Johnson's Multi Surface RestorationDec 2012 to Apr 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
8145786
Firm CRD
112630
Advisor's SEC record (opens in a new tab)
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