Midwestern Securities Trading Company,llc

Midwestern Securities Trading Company,llc (CRD# 101080) is a financial advisory firm headquartered in East Peoria, IL. They manage $247,000,000 in 1,428 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $172,969
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.

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

Financial Advisors at Midwestern Securities Trading Company,llc
Showing 1 - 10 of 35 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 14 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
235 Everett Street, Suite A, East Peoria, IL 61611
93
Wealthminder
score

Bradley Arndt (CRD# 4395909) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 15 years of experience in the finance industry.

3
Amber M. Blumhoff
CRD#: 5568311
3319 E Lincolnway, Sterling, IL 61081
93
Wealthminder
score

Amber Blumhoff (CRD# 5568311) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Sterling, IL and has over 8 years of experience in the finance industry.

4
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 10 years of experience in the finance industry.

5
Mark W. Brownlee
CRD#: 1793231
235 Everett Street, Suite A, East Peoria, IL 61611
93
Wealthminder
score

Mark Brownlee (CRD# 1793231) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 27 years of experience in the finance industry.

6
Brian H. Card
CRD#: 4762530
235 Everett Street, Suite A, 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 12 years of experience in the finance industry.

7
John C. Graham
CRD#: 227129
235 Everett St., 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 33 years of experience in the finance industry.

8
Michael J. Graham
CRD#: 2726573
1226 W Jefferson St, Shorewood, IL 60404
93
Wealthminder
score

Michael Graham (CRD# 2726573) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Shorewood, IL and has over 20 years of experience in the finance industry.

9
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 9 years of experience in the finance industry.

10
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 20 years of experience in the finance industry.

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