Midwestern Securities Trading Company,llc

Midwestern Securities Trading Company,llc (CRD# 101080) is a financial advisory firm headquartered in East Peoria, IL. They manage $1,263,009,756 in 8,452 accounts and serve the financial needs of clients across 37 states (or territories).

Current Firm Details
300 E Washington Street Suite 3, East Peoria, IL 61611
https://www.facebook.com/cbwealthpartners
By the Numbers
  • Total Assets Under Management
    1,263
    MILLION
  • Total Number of Accounts
    8,452
    ACCOUNTS
  • Average Account Value
    $149,433
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
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Midwestern Securities Trading Company,llc
Showing 31 - 38 of 38 top financial advisors.
31
Brady Huber, financial advisor East Peoria IL
Brady L. Huber
CRD#: 7416850
300 E Washington Street Suite 3, East Peoria, IL 61611

Brady Huber (CRD# 7416850) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 2 years of experience in the finance industry.

32
Ty Huston, financial advisor East Peoria IL
Ty B. Huston
CRD#: 6728481
300 E Washington Street Suite 3, East Peoria, IL 61611

Ty Huston (CRD# 6728481) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 7 years of experience in the finance industry.

33
Joshua Janssen, financial advisor East Peoria IL
Joshua W. Janssen
CRD#: 7827080
300 E Washington Street Suite 3, East Peoria, IL 61611

Joshua Janssen (CRD# 7827080) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has 1 year of experience in the finance industry.

34
Jordan Kelch, financial advisor Toulon IL
Jordan K. Kelch
CRD#: 7819166
102 West Main Street, Toulon, IL 61483

Jordan Kelch (CRD# 7819166) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Toulon, IL and has 1 year of experience in the finance industry.

35
Troy Martina, financial advisor East Peoria IL
Troy D. Martina
CRD#: 6866926
300 E Washington Street Suite 3, East Peoria, IL 61611

Troy Martina (CRD# 6866926) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 5 years of experience in the finance industry.

36
Jeffery McDaniels, financial advisor East Peoria IL
Jeffery R. McDaniels
CRD#: 7664932
300 E Washington Street Suite 3, East Peoria, IL 61611

Jeffery McDaniels (CRD# 7664932) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has 1 year of experience in the finance industry.

37
Andrew Reed, financial advisor East Peoria IL
Andrew R. Reed
CRD#: 6700708
300 E Washington Street Suite 3, East Peoria, IL 61611

Andrew Reed (CRD# 6700708) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 2 years of experience in the finance industry.

38
Elizabeth White, financial advisor Pittsfield IL
Elizabeth M. White
CRD#: 7500344
201 W Washington St, Pittsfield, IL 62363

Elizabeth White (CRD# 7500344) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Pittsfield, IL and has 1 year of experience in the finance industry.

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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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