Adviser and broker representative · Mwa Financial Services Inc.
Kallene M. Faris
CRD 5699654 · Pueblo, CO
At a glance
Kallene M. Faris is an investment adviser representative with Mwa Financial Services Inc. in Pueblo, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kallene’s SEC record dates to 2012, about 14 years ago. Kallene is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Mwa Financial Services Inc.Since April 2012Pueblo, CO · $640M in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kallene’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.