Midwest Capital Advisors, LLC

Midwest Capital Advisors, LLC (CRD# 125389) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $213,489,799 in 307 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $695,407
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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.

MI

Financial Advisors at Midwest Capital Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Mark R. Satkoski
CRD#: 4916409
3001 Orchard Vista Dr. Se, Suite 200, Grand Rapids, MI 49546
96
Wealthminder
score

Mark Satkoski (CRD# 4916409) is an Investment Advisor Representative working at Midwest Capital Advisors, LLC in Grand Rapids, MI and has over 11 years of experience in the finance industry. Mark Satkoski 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
Michael D. Desmyter
CRD#: 5763894
3001 Orchard Vista Dr. Se, Suite 200, Grand Rapids, MI 49546
93
Wealthminder
score

Michael Desmyter (CRD# 5763894) is an Investment Advisor Representative working at Midwest Capital Advisors, LLC in Grand Rapids, MI and has over 7 years of experience in the finance industry.

3
Henry G. Swain
CRD#: 4636135
3001 Orchard Vista Dr. Se, Suite 200, Grand Rapids, MI 49546
93
Wealthminder
score

Henry Swain (CRD# 4636135) is an Investment Advisor Representative working at Midwest Capital Advisors, LLC in Grand Rapids, MI and has over 7 years of experience in the finance industry.

4
Christa Stevens
CRD#: 5854441
3001 Orchard Vista Dr. Se, Suite 200, Grand Rapids, MI 49546
90
Wealthminder
score

Christa Stevens (CRD# 5854441) is an Investment Advisor Representative working at Midwest Capital Advisors, LLC in Grand Rapids, MI and has over 6 years of experience in the finance industry.

5
Jack N. Tunge
CRD#: 6279837
3001 Orchard Vista Dr. Se, Suite 200, Grand Rapids, MI 49546
89
Wealthminder
score

Jack Tunge (CRD# 6279837) is an Investment Advisor Representative working at Midwest Capital Advisors, LLC in Grand Rapids, MI and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.