Patrice Mccann-Koerselman
Patrice Mccann-Koerselman is a ChFC-designated registered investment advisor at Mwa Financial Services, INC., based in Horace, ND, with 25 years of industry experience. Patrice 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
510 1st Street, N, Horace, ND, 58047
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Regulatory History
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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Patrice owns 33% of rental land through PPC Farm LLLP and receives rent. She is also an owner of Koerselman Enterprises, a corporation, but has no active duties.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Previous Registrations
Locust Street Securities, INC.Broker
State Registrations6 states
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.