Midwest Financial Partners
Firm details
- Headquarters
- Saint Cloud, Minnesota
- CRD number
- 173790
- Registered since
- December 15, 2014
- Website
- www.mfpmn.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.48%
- Individuals31.23%
- Charitable Organizations1.14%
- Pension & Profit Sharing Plans0.85%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Midwest Financial Partners is an independent registered investment adviser and insurance broker that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutional investors, and it also provides pension consulting services. Its fee model includes asset-based fees as well as hourly and fixed-fee arrangements. Midwest Financial Partners does not identify itself as an active ESG investor and is not registered as a multi-state or related adviser in the available filings.
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 Equities3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 9
Benjamin Crist
Portfolio AnalystCRD 7838098
John Glomski
Retirement Plan AdvisorCRD 5662134
Thomas St Hilaire
President, Financial AdvisorCRD 4446701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$158M in ETFs
62%
$97.8M
29%
$60.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB) | JP Morgan | Active | Multisector Bond | $21.8M | 455,947 | 13.77% |
Location
Saint Cloud, MN
Stearns
Location
Saint Cloud, MN
Headquartered in Saint Cloud, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Stearns
- Address
- 912 W Saint Germain St
- Time zone
- CT (UTC-6)
- Office locations
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