Midwest Financial Network, LLC

RIASEC Registered

Total AUM

$142M

Discretionary

$142M

100% of AUM

Avg account

$264K

Accounts

537

Employees

Advisory reps

Firm details

Headquarters: Tinley Park, Illinois
CRD number: 302095
Registered since: October 25, 2024
Website: midwfinancial.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.22%
Individuals30.75%
Pension & Profit Sharing Plans0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Midwest Financial Network, LLC is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2024. It serves primarily individual and family clients and combines advisory services with insurance brokerage activity, holding an affiliation with an insurance company. Its advisory menu includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and educational seminars or workshops. The firm charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements, which supports serving a mix of ongoing investment relationships and project-based planning engagements. Midwest Financial Network is not positioned as a capital allocator and does not identify as an active ESG investor.