Midwest Financial Associates, Inc.
Midwest Financial Associates, Inc. (CRD# 158573) is a financial advisory firm headquartered in Rockford, IL. They manage $75,105,478 in 438 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Midwest Financial Associates, Inc.
By the Numbers
-
Total Assets Under Management75MILLION
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Total Number of Accounts438ACCOUNTS
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Average Account Value$171,474
Compensation Options
- A percentage of assets under your management
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, IL, WI
Financial Advisors at Midwest Financial Associates, Inc.
1
Timothy Knauf (CRD# 1902373) is an Investment Advisor Representative working at Midwest Financial Associates, Inc. in Rockford, IL and has over 32 years of experience in the finance industry.
2
Benjamin Murray (CRD# 854143) is an Investment Advisor Representative working at Midwest Financial Associates, Inc. in Rockford, IL and has over 32 years of experience in the finance industry.
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