Unclaimed Profile

Jerald James Lyphout

MWA FINANCIAL SERVICES, INC.·ROCK ISLAND, Illinois

SIE, Series 6, Series 7, Series 24, Series 26, Series 63ChFCClean record13 years registeredMWA FINANCIAL SERVICES, INC.

1701 1ST AVENUE, ROCK ISLAND, IL 61201CRD# 4148959Firm CRD# 112630

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerald James Lyphout · ROCK ISLAND, IL

Registration

CRD #4148959 · MWA FINANCIAL SERVICES, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MWA FINANCIAL SERVICES, INC.

MWA FINANCIAL SERVICES, INC.

May 2013 – Dec 2015

ROCK ISLAND, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Registration record

First registered · May 23, 2013

Years registered · 13

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MWA FINANCIAL SERVICES, INC.

CRD 112630 · SEC 801-107091

AUM

$216M

Regulatory assets under management

Employees

685

1,432 client accounts

Services offered by MWA FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MWA FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jerald James Lyphout offer?

Jerald James Lyphout specializes in Financial Planning, Investment Management, Wealth Management.

What are Jerald James Lyphout's credentials?

Jerald James Lyphout holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jerald James Lyphout located?

Jerald James Lyphout is based in ROCK ISLAND, Illinois, last registered with MWA FINANCIAL SERVICES, INC..

How does Jerald James Lyphout charge for services?

Jerald James Lyphout's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MWA FINANCIAL SERVICES, INC.?

MWA FINANCIAL SERVICES, INC. has approximately 685 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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