Midwestern Securities Trading Company,llc

Midwestern Securities Trading Company,llc (CRD# 101080) is a financial advisory firm headquartered in East Peoria, IL. They manage $324,000,000 in 2,303 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    2,303
    ACCOUNTS
  • Average Account Value
    $140,686
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, TX, VT, WI, WV

Financial Advisors at Midwestern Securities Trading Company,llc
Showing 1 - 10 of 37 top financial advisors.
1
Joshua A. Miller
CRD#: 4442923
121 East Side Square, Table Grove, IL 61482
96
Wealthminder
score

Joshua Miller (CRD# 4442923) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Table Grove, IL and has over 16 years of experience in the finance industry. Joshua Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bradley A. Arndt
CRD#: 4395909
108 3rd St., Stonington, IL 62567
93
Wealthminder
score

Bradley Arndt (CRD# 4395909) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Stonington, IL and has over 16 years of experience in the finance industry.

3
Charles G. Breckinridge
CRD#: 5140642
1309 Swanwick St, Chester, IL 62233
93
Wealthminder
score

Charles Breckinridge (CRD# 5140642) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Chester, IL and has over 11 years of experience in the finance industry.

4
Brian H. Card
CRD#: 4762530
300 E Washington Street Suite 3, East Peoria, IL 61611
93
Wealthminder
score

Brian Card (CRD# 4762530) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 13 years of experience in the finance industry.

5
David Fitzgerald
CRD#: 5852790
100 E Clay St, Collinsville, IL 62234
93
Wealthminder
score

David Fitzgerald (CRD# 5852790) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Collinsville, IL and has over 5 years of experience in the finance industry.

6
John C. Graham
CRD#: 227129
300 E Washington Street Suite 3, East Peoria, IL 61611
93
Wealthminder
score

John Graham (CRD# 227129) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 34 years of experience in the finance industry.

7
Michael J. Graham
CRD#: 2726573
Pana, IL
93
Wealthminder
score

Michael Graham (CRD# 2726573) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Pana, IL and has over 22 years of experience in the finance industry.

8
Mark A. Gregor
CRD#: 5400575
1690 Lemay Ferry Road, Saint Louis, MO 63125
93
Wealthminder
score

Mark Gregor (CRD# 5400575) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Saint Louis, MO and has over 10 years of experience in the finance industry.

9
Karen E. Hansen
CRD#: 2694645
510 East Monroe Street, Springfield, IL 62701
93
Wealthminder
score

Karen Hansen (CRD# 2694645) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Springfield, IL and has over 21 years of experience in the finance industry.

10
Corey G. Kelly
CRD#: 2399203
300 E Washington Street Suite 3, East Peoria, IL 61611
93
Wealthminder
score

Corey Kelly (CRD# 2399203) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 24 years of experience in the finance industry.

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