Midwestern Financial Group

Midwestern Financial Group (CRD# 270022) is a financial advisory firm headquartered in Iowa City, IA. They manage $109,738,619 in 444 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
103 E College Street, Suite 210, Iowa City, IA 52240
https://www.facebook.com/midwesternfinancial
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $247,159
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Midwestern Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Patrick Campbell, financial advisor Iowa City IA
Patrick S. Campbell
CRD#: 5584933
103 E College Street, Suite 210, Iowa City, IA 52240

Patrick Campbell (CRD# 5584933) is an Investment Advisor Representative working at Midwestern Financial Group in Iowa City, IA and has over 15 years of experience in the finance industry.

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

Joseph Jay (CRD# 5917772) is an Investment Advisor Representative working at Midwestern Financial Group in Iowa City, IA and has over 12 years of experience in the finance industry.

3
Andrew Picchietti, financial advisor Iowa City IA
Andrew P. Picchietti
CRD#: 7670408
103 E College Street, Suite 210, Iowa City, IA 52240

Andrew Picchietti (CRD# 7670408) is an Investment Advisor Representative working at Midwestern Financial Group in Iowa City, IA and has 1 year 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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