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 formed in 2014 and organized as a corporation. The firm serves both individual and institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. It also operates as an insurance broker. Its fee arrangements include assets-under-management fees alongside hourly and fixed-fee engagements. The adviser does not present itself as an ESG investor. Ownership is a mix of a domestic entity and individuals, and the firm is not classified as a capital allocator in FINTRX’s taxonomy (it primarily uses third-party managers rather than running proprietary funds).
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 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
$207M in ETFs
66%
$136M
26%
$71M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $24.3M | 111,586 | 11.76% |
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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