MIDWEST FINANCIAL PARTNERS

Overview

Midwest Financial Partners positions itself as an independent registered investment adviser focused on serving individuals, families and institutional clients through fee-based financial planning and portfolio management. The firm emphasizes managed exposure to pooled investment vehicles—mutual funds and ETFs—rather than concentrated single-stock bets. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting and insurance brokerage activity. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee offerings, which supports both ongoing advisory relationships and project-based engagements. The firm’s 13F and ADV filings show a clear bias toward fund-based solutions and bond exposure at the public holdings level, while its business model also supports institutional and business clients through customized portfolios and pension consulting. Although Midwest Financial Partners reports not being a registered multistate adviser, it maintains offices in two states and uses a major custodian relationship to service a national client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices