CP
CFP
CP
CFP

Clint Pogemiller

26 Years of Experience
Rock Island, IL
Broker

Clint Pogemiller is a CFP-designated registered investment advisor at Mwa Financial Services, INC., based in Rock Island, IL, with 26 years of industry experience. Clint 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

1701 1st Avenue, Rock Island, IL, 61201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mwa Financial Services, INC.
February 2004 - Present · 22 yrs 5 mos
Mwa Financial Services INC.Broker
November 2001 - Present · 24 yrs 8 mos
Previous Registrations
American Express Financial Advisors INC.Broker
May 2000 - November 2001 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
May 2000 - November 2001 · 1 yr 6 mos
Sunamerica Securities, INC.Broker
October 1998 - July 1999 · 9 mos
State Registrations49 states
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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.