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MIDWEST FINANCIAL PARTNERS
MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
CRD 173790 · SEC 801-80667
912 WEST SAINT GERMAIN STREET, SUITE #300, ST. CLOUD, MN, 56301, United States
Phone
320-251-3752
Fax
320-251-2272
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.47B
Team
30 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $473.6M |
| High net worth individuals | 326 | $1.01B |
| Pension/profit sharing plans | 64 | $12.9M |
| Charitable organizations | 16 | $17.2M |
| Corporations/business entities | 13 | $4.5M |
States served
AZ, CA, CO, GA, ID, IL, IN, IA, MI, MN, NY, ND, OH, OR, PA, TN, WI, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD