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MIDWESTERN FINANCIAL GROUP
MIDWESTERN FINANCIAL, LLC
CRD 270022 · SEC 801-132625
103 E COLLEGE STREET, SUITE 210, IOWA CITY, IA, 52240, United States
Phone
319-499-1620
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.8M
Discretionary AUM
$172.8M
Team
3 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $37.4M |
| High net worth individuals | 41 | $132.3M |
States served
IL, IA, TX
All web addresses on file
Official SEC filing: View on IAPD