Unclaimed Profile

Kellie Marie Rech

MWA FINANCIAL SERVICES, INC.·ROCK ISLAND, Illinois

SIE, Series 6, Series 7, Series 24, Series 26, Series 66Clean record17 years registeredMWA FINANCIAL SERVICES, INC.

1701 1ST AVENUE, ROCK ISLAND, IL 61201CRD# 4863283Firm CRD# 112630

Profile Verification

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

Identity

Kellie Marie Rech · ROCK ISLAND, IL

Registration

CRD #4863283 · MWA FINANCIAL SERVICES, INC. · 17 years registered

Brand Profile

Not yet started

Career History

MWA FINANCIAL SERVICES, INC.

Jan 2009 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 66

Registration record

First registered · January 6, 2009

Years registered · 17

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

Speak with Kellie Marie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kellie Marie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCK ISLAND?

Browse all registered financial advisors in ROCK ISLAND, Illinois or claim this profile if it's yours.

Browse ROCK ISLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kellie Marie Rech offer?

Kellie Marie Rech specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCK ISLAND, Illinois for a consultation.

What are Kellie Marie Rech's credentials?

Kellie Marie Rech is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kellie Marie Rech located?

Kellie Marie Rech is based in ROCK ISLAND, Illinois, working with MWA FINANCIAL SERVICES, INC.. Their office serves clients in the ROCK ISLAND metropolitan area and surrounding communities.

How does Kellie Marie Rech charge for services?

Kellie Marie Rech'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →