Midwest Asset Management, Inc.

Midwest Asset Management, Inc. (CRD# 113282) is a financial advisory firm headquartered in Middleton, WI. They manage $12,300,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $4,100,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Midwest Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark A. Runzheimer
CRD#: 1522808
437 S. Yellowstone Drive, Madison, WI 53719
96
Wealthminder
score

Mark Runzheimer (CRD# 1522808) is an Investment Advisor Representative working at Midwest Asset Management, Inc. in Madison, WI and has over 30 years of experience in the finance industry. Mark Runzheimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James W. Byrd
CRD#: 819244
8383 Greenway Blvd., Suite 600, Middleton, WI 53562
93
Wealthminder
score

James Byrd (CRD# 819244) is an Investment Advisor Representative working at Midwest Asset Management, Inc. in Middleton, WI and has over 36 years of experience in the finance industry.

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