Terry Richard Downs
Financial advisor at Mwa Financial Services, Inc. · Twin Falls, ID
Last updated 2026-10-10
Claim your profileTerry Richard Downs is a financial advisor at Mwa Financial Services, Inc. in Twin Falls, ID, CRD 4990798. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2022-07-07.
Registration
- CRD number
- 4990798
- Registration status
- Active
- IAPD registration
- 2022-07-07
- Industry Experience
- 4 years
- Work Experience
- 22 years
- States registered
- ID, MO
Licenses and exams
- Series 63
- Series 66
Work history
- 2005-06 to Present · Mwa Financial Services, Inc. · Rock Island, IL
- 2004-07 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
Terry Richard Downs is a financial advisor at Mwa Financial Services Inc. in Twin Falls, ID. Reported securities licenses include Series 63 and Series 66. The latest record indicates 4 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)rental Property Inv Twin Falls Id Owner 8/18 0noninv/inv 2)cattle Noninv Twin Falls Id Owner 6/2017 20noninv 0inv Raise Cattle.
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
1201 Falls Avenue E, Twin Falls, ID 83301
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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