Tracy Lea Barnas
Investment Adviser Representative at MWA Financial Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tracy Lea Barnas is an investment adviser representative with MWA Financial Services, Inc. in Springfield, MO, where they have been registered since 2024. They have worked in the securities industry since 2002 and have been registered with 3 firms, including Arvest Wealth Management and UMB Financial Services, Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Missouri.
Registrations & licenses
- Investment adviser:
- Missouri
- Broker:
2 states and territories
Kansas, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Arvest Wealth ManagementMay 2016 – Feb 2023Springfield, MO
- UnemployedMar 2023 – Jul 2024Springfield, MO
- AIL (American Income Life)Aug 2023 – Jul 2024Springfield, MO
- Modern Woodmen of AmericaAug 2024 – no end date reportedRock Island, IL
- MWA Financial Services Inc.Aug 2024 – no end date reportedRock Island, IL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MWA Financial Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 202
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Rock Island, IL
- SEC file number:
- 801-107091
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 1, 2026
View full firm profileOther advisors at MWA Financial Services, Inc.
Showing 12 of 202 in the directory
Similar advisors in Springfield, MO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tracy Lea Barnas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched