Carson Reed Wooster
Financial advisor at Mwa Financial Services, Inc. · Edmond, OK
Last updated 2026-10-10
Claim your profileCarson Reed Wooster is a financial advisor at Mwa Financial Services, Inc. in Edmond, OK, CRD 4762645. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2023-11-17.
Registration
- CRD number
- 4762645
- Registration status
- Active
- IAPD registration
- 2023-11-17
- Industry Experience
- 2 years
- Work Experience
- 22 years
- States registered
- CO, KS, MO, NV, OK, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2004-02 to Present · Mwa Financial Services, Inc. · Rock Island, IL
- 2003-12 to Present · Modern Woodmen of America · Rock Island, IL
Current employment
- Mwa Financial Services Inc. · Rock Island, IL
Mwa Financial Services, Inc.
- Regulatory AUM
- $639,989,844
- Registered advisors
- 217
- Offices
- 140
- Clients per advisor
- 9.3 (Low)
- Average AUM per client
- $318.1K (Low)
- High-net-worth client ratio
- 3.8% (Low)
Mwa Financial Services, Inc.: advisors, services and reported ETF investments
About
Carson Reed Wooster is a financial advisor at Mwa Financial Services Inc. in Edmond, OK. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 22 years of reported work history. Reported roles include Modern Woodmen of America.
SEC disclosures list additional business and community activities: 1)selle Financial Company Inv Chicago Il Insurance Agent 10/19 2noninv/inv Using For Cases Denied Or Cannot Be Placed With Ho.
Mwa Financial Services, Inc.'s firm-level Form ADV reports 217 advisors across 140 offices; approximately 9.3 clients per advisor, average assets per client of $318,086, and regulatory AUM of $640M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Mwa Financial Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
101 West 5th, Edmond, OK 73003
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
Are you Carson Reed Wooster?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.