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Chris Knabe

27 Years of Experience
Dallas, TX
4 DisclosuresBroker

Chris Knabe is a registered investment advisor at Mwa Financial Services, INC., based in Dallas, TX, with 27 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Retirement Planning, Special Needs Planning. Their firm serves 2,298 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
179 advisors
Number of Clients
2,298 clients
Average Client Portfolio
$164K average
Assets Under Management
$376.9M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

MWA Financial Services offers adviser managed and third-party managed accounts. Fees for these accounts range from 0.25% to 1.50% of the value of your portfolio each year, charged quarterly. More information can be found in the MWAFS Managed Account Brochure.

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Location

3010 LBJ Fwy., Suite 1200, Dallas, TX, 75234

Get directions

History

Regulatory History (4)
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Judgment / Lien
February 2026
Judgment / Lien
January 2025
Judgment / Lien
December 2024
Judgment / Lien
December 2024
Employment History
Current Registrations
Mwa Financial Services, INC.
October 2025 - Present · 7 mos
Mwa Financial Services INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
October 2018 - April 2025 · 6 yrs 6 mos
Cuso Financial Services, L.P.
October 2018 - April 2025 · 6 yrs 6 mos
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
January 2012 - July 2018 · 6 yrs 6 mos
Fidelity Brokerage Services LLCBroker
December 2011 - September 2018 · 6 yrs 9 mos
LPL Financial LLC
September 2007 - November 2011 · 4 yrs 2 mos
LPL Financial LLCBroker
September 2007 - November 2011 · 4 yrs 2 mos
1717 Capital Management Company
October 2004 - August 2007 · 2 yrs 10 mos
1717 Capital Management CompanyBroker
September 2004 - August 2007 · 2 yrs 11 mos
American General Securities Incorporated
October 2002 - September 2004 · 1 yr 11 mos
American General Securities IncorporatedBroker
October 2002 - September 2004 · 1 yr 11 mos
Franklin Financial Services CorporationBroker
August 2002 - October 2002 · 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 1998 - August 2002 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - August 2002 · 4 yrs 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.