Midwest Heritage Financial Advisors

Midwest Heritage Financial Advisors (CRD# 306308) is a financial advisory firm headquartered in West Des Moines, IA. They manage $223,047,510 in 491 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3580 Ep True Parkway, West Des Moines, IA 50265
https://www.midwestheritage.com/investments
By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    491
    ACCOUNTS
  • Average Account Value
    $454,272
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IA, IL, MO, NE, SD, TX

Financial Advisors at Midwest Heritage Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Casey Malloy, financial advisor West Des Moines IA
Casey Malloy
CRD#: 6326461
3580 Ep True Parkway, West Des Moines, IA 50265

Casey Malloy (CRD# 6326461) is an Investment Advisor Representative working at Midwest Heritage Financial Advisors in West Des Moines, IA and has over 9 years of experience in the finance industry.

2
Matthew Watters, financial advisor West Des Moines IA
Matthew G. Watters
CRD#: 2669304
3580 Ep True Parkway, West Des Moines, IA 50265

Matthew Watters (CRD# 2669304) is an Investment Advisor Representative working at Midwest Heritage Financial Advisors in West Des Moines, IA and has over 28 years of experience in the finance industry.

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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