Be advised. This firm is no longer registered.

Midwest Financial

Midwest Financial (CRD# 169855) is a financial advisory firm headquartered in Glidden, IA. They manage $204,984,580 in 1,758 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
706 Montana Street, Glidden, IA 51443
http://www.midwestfinancial.us
By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    1,758
    ACCOUNTS
  • Average Account Value
    $116,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, IA, MN, NE, OK, TX

Financial Advisors at Midwest Financial
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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