Best Interest

Our resources

See below for business practices and disclosures, a client relationship summary (Form CRS), Form ADV and other important information on the products and services offered through MWA Financial Services, Inc.

MWAFS Business Practices & Disclosures

Client Relationship Summary

MWAFS DOL Fiduciary Disclosure

Pershing Fee Schedule

Investment Advisory Services Brochure ADV Part 2A

Managed Account Brochure ADV Part 2A Appendix 1

Learn more

For information on MWAFS as a broker-dealer, visit https://brokercheck.finra.org/firm/summary/112630.
For information on MWAFS as an investment adviser, visit https://adviserinfo.sec.gov/firm/summary/112630.

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Learn what our members have to say

Maynard Gall, Naponee, Nebraska with Kirk Peterson, Modern Woodmen representative

Estate planning

Maynard’s story

Farmer solves estate planning concerns with help from his Modern Woodmen representative.

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Protection

My Father Was a Forester

Bjorn Sangder became a Modern Woodmen member in the early 1900s. The life insurance he purchased provided valuable financial protection and peace of mind. But his membership offered more than that. It also made him part of a brotherhood.

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The Langley family stands behind several potted plants

Protection

A Day to Remember

A North Carolina member leaves behind fond memories and financial protection after his death.

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Modern Woodmen Make an Impact volunteer.

Meet Alisa

My favorite chapter memory was when an elderly woman needed her house painted. About 15 of us volunteered to repaint it a new shade of blue. She was so appreciative and baked cookies for us.

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Business planning

Dry Land Distillers, Longmont, Colorado

Running a small business in a pandemic is a challenge for anyone. Those in the food-and-beverage industry, including the Modern Woodmen member-owned business featured here, have been especially hard-pressed during the pandemic.

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Known as “Kalady” by friends and family, Kathryn Osowski was one of 149 member students who were rewarded in Modern Woodmen’s 2015 College Scholarship Program.

Kalady’s Story

"With winning the Modern Woodmen scholarship, I’m going to be able to focus more on my academics and fulfilling those dreams rather than financing the dreams that I have."

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