Midwest Financial Network, LLC
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
FINTRXOverview
Midwest Financial Network, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm is owned by an individual and serves primarily individual and family clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and educational seminars/workshops. Fees are charged as a percentage of assets under management, and the firm also uses hourly and fixed-fee arrangements. Midwest Financial Network does not position itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Ryan Biniak
Managing PartnerCRD 6991666
Raymond Kozicki
PartnerCRD 4990749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$218M in ETFs
64%
$139M
30%
$79.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $13M | 17,432 | 5.97% |
Location
Tinley Park, IL
Cook
Location
Tinley Park, IL
Headquartered in Tinley Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 17244 Oak Park Ave
- Time zone
- CT (UTC-6)
- Office locations
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