Christina
Nolan

Mwa Financial Services Inc

CRD#7200549
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Christina Nolan is a financial advisor based in Colorado Springs, Colorado, working with Mwa Financial Services Inc. Christina has previously worked at Trowe Price, Ayers Insurance Agency/State Farm, Shadow Mountain Recovery/Sandstone, Tmobile, City Of Colorado Springs Fire Department, Modern Woodmen Of America, and Mwa Financial Services, Inc. Christina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Christina is part of Mwa Financial Services Inc, which operates out of Colorado Springs, Colorado. The firm has 97 offices and 674 employees. Mwa Financial Services Inc manages assets totaling $376.9 million and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9524 Federal Drive Suite 210
Colorado Springs, CO 80921

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$376,859,066

CO Average: $6,674,516,078
Total Number of Employees

674

CO Average: 44
Total Number of Accounts

2,298

CO Average: 2,564
Average Account Size

$163,994

CO Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Christina Nolan Work History

2025 - Present (0 year)

Modern Woodmen Of America

2025 - Present (0 year)

Mwa Financial Services, Inc

2019 - Present (6 years)

Trowe Price

2018 - 2019 (1 year)

Ayers Insurance Agency/State Farm

2018 - 2019 (1 year)

Shadow Mountain Recovery/Sandstone

2018 - 2018 (< 1 year)

Tmobile

2014 - 2018 (4 years)

City Of Colorado Springs Fire Department

Disclosures

Please visit the SEC profile of Christina Nolan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mwa Financial Services, Inc

Neal Litton
Denton, TX
Roque Moreira
Dallas, TX
Daryn Trogdon
Asheboro, NC
Caitlin Eyth
Rock Island, IL
Beau Jackson
Greenwood, IN
Hector Romo
Laguna Hills, CA
W Alex Solan
Broadway, VA
Robert On
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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