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).
Total Assets Under Management12MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$4,100,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.
James Byrd (CRD# 819244) is an Investment Advisor Representative working at Midwest Asset Management, Inc. in Middleton, WI and has over 37 years of experience in the finance industry.