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 organized as a corporation. The firm is registered with the SEC (registered in 2014) and combines wealth management and financial planning with insurance brokerage capabilities. Its client mix includes individuals and families as well as institutional clients; advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements.
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
John Glomski
Retirement Plan AdvisorCRD 5662134
Thomas St Hilaire
President, Financial AdvisorCRD 4446701
Hailey Hollenhorst
Investment Adviser RepresentativeCRD 6794484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$224M in ETFs
67%
$150M
26%
$74.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $25.8M | 119,525 | 11.51% |
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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