Midwest Financial is a small investment advisory firm based out of Glidden, IA, with one office. With a team of four dedicated professionals, Midwest Financial provides expert investment advisory services to a diverse clientele. One of their advisors specializes in offering personalized investment strategies tailored to meet clients' unique financial goals.
With an impressive average of approximately $204,980,000 in assets under management per investment advisor, Midwest Financial stands out with a high level of expertise and proficiency, surpassing industry standards. Their compensation structure is designed to cater to different client preferences and includes options such as a percentage of assets under management, hourly charges, and fixed fees.
Renowned for their proficiency in managing employer 401Ks and individual accounts, Midwest Financial boasts extensive experience in this field. Approximately half of the firm's assets under management are derived from these sources, demonstrating their expertise in navigating the complexities of retirement planning and individual investment needs.
Furthermore, Midwest Financial prides itself on its discretionary management approach, overseeing 100% of the assets they handle. This ensures that clients can rely on their knowledgeable team to make informed investment decisions on their behalf, alleviating the burden of day-to-day investment management.
With over 470 individual clients and assets under management exceeding $204,985,000, Midwest Financial has established itself as a trusted and reputable advisory firm within the Glidden community and beyond. Brian Johnson and Jeremiah Johnson are among the firm's longest tenured registered advisors, contributing their wealth of knowledge and expertise to the success of Midwest Financial.