Midwest Investment Management LLC

Midwest Investment Management LLC (CRD# 111170) is a financial advisory firm headquartered in Cleveland, OH. They manage $218,922,770 in 550 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $398,041
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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.

FL, GA, IL, NC, NJ, NY, OH, TX

Financial Advisors at Midwest Investment Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Keith A. Vargo
CRD#: 2027358
1301 East Ninth St, Suite 1110, Cleveland, OH 44114
96
Wealthminder
score

Keith Vargo (CRD# 2027358) is an Investment Advisor Representative working at Midwest Investment Management LLC in Cleveland, OH and has over 23 years of experience in the finance industry.

2
Peter A. Vandenbroeck
CRD#: 1364434
1301 East Ninth St, Suite 1110, Cleveland, OH 44114
93
Wealthminder
score

Peter Vandenbroeck (CRD# 1364434) is an Investment Advisor Representative working at Midwest Investment Management LLC in Cleveland, OH and has over 32 years of experience in the finance industry.

3
Robert J. Yaroma
CRD#: 474140
1301 East Ninth St, Suite 1110, Cleveland, OH 44114
93
Wealthminder
score

Robert Yaroma (CRD# 474140) is an Investment Advisor Representative working at Midwest Investment Management LLC in Cleveland, OH and has over 22 years of experience in the finance industry.

4
Norman F. Klopp
CRD#: 271985
1301 East Ninth St, Suite 1110, Cleveland, OH 44114
90
Wealthminder
score

Norman Klopp (CRD# 271985) is an Investment Advisor Representative working at Midwest Investment Management LLC in Cleveland, OH and has 1 year of experience in the finance industry.

5
Elmer L. Meszaros
CRD#: 1367739
1301 East Ninth St, Suite 1110, Cleveland, OH 44114
90
Wealthminder
score

Elmer Meszaros (CRD# 1367739) is an Investment Advisor Representative working at Midwest Investment Management LLC in Cleveland, OH and has 1 year of experience in the finance industry.

6
Margaret E. Halloran
CRD#: 4914913
1301 East Ninth St, Suite 1110, Cleveland, OH 44114
87
Wealthminder
score

Margaret Halloran (CRD# 4914913) is an Investment Advisor Representative working at Midwest Investment Management LLC in Cleveland, OH and has over 2 years of experience in the finance industry.

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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.