Midwestern Financial Group

Midwestern Financial Group (CRD# 270022) is a financial advisory firm headquartered in Iowa City, IA. They manage $12,081,371 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $115,061
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
  • 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.

IA, TX

Financial Advisors at Midwestern Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Patrick S. Campbell
CRD#: 5584933
103 E College Street, Suite 210, Iowa City, IA 52240
93
Wealthminder
score

Patrick Campbell (CRD# 5584933) is an Investment Advisor Representative working at Midwestern Financial Group in Iowa City, IA and has over 9 years of experience in the finance industry.

2
Joseph D. Jay
CRD#: 5917772
103 E College Street, Suite 210, Iowa City, IA 52240
93
Wealthminder
score

Joseph Jay (CRD# 5917772) is an Investment Advisor Representative working at Midwestern Financial Group in Iowa City, IA and has over 6 years of experience in the finance industry.

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