Falists
← Back to search

MIDWEST HERITAGE FINANCIAL ADVISORS

MIDWEST HERITAGE BANK, FSB

CRD 306308 · SEC 801-119038

Visit website

3580 EP TRUE PARKWAY, WEST DES MOINES, IA, 50265, United States

Phone

515-246-8378

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$398.7M

Discretionary AUM

$398.7M

Team

6 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Other (specify)

Filing date

2026-01-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals219$65.7M
High net worth individuals115$333.0M

States served

AZ, IL, IA, KS, NE, MO, TX, FL, SD

All web addresses on file

Official SEC filing: View on IAPD