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 that began its SEC registration in 2024. The firm serves individual and family clients and provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutions. Its service set includes pension consulting work and educational seminars, and it charges clients via asset-based fees as well as hourly and fixed-fee arrangements. The firm is structured as an LLC with an individual owner and positions itself as a fee-for-service adviser rather than a capital allocator. Investment management appears focused on public funds and mutual funds as the primary vehicle for client portfolios, supplemented by third-party alternative managers where appropriate.