Midwest Financial Management, LLC

Overview

Midwest Financial Management, LLC is an independent, individually owned registered investment adviser operating as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and combines portfolio management for individuals and small businesses with financial planning services. It also conducts insurance brokerage activity alongside its advisory practice. The adviser does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not operate as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives