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 organized as an LLC and SEC-registered in 2024. The firm is individually owned and serves primarily individual and family clients. Its fee models include a percentage of assets under management as well as hourly and fixed-fee arrangements. Services listed on its ADV emphasize financial planning, portfolio management for individuals and small businesses, portfolio management for institutional-type clients, pension consulting services, and educational seminars or workshops. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2RYAN BINIAK
Managing PartnerCRD 6991666
RAYMOND KOZICKI
PartnerCRD 4990749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 111Active vs passive
$186M in ETFs
64%
$118M
34%
$68M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $10M | 15,420 | 5.38% |
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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