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MIDWEST FINANCIAL STRATEGIES
MIDWEST FINANCIAL STRATEGIES LLC
CRD 327281
25 1ST AVE NW, WATERTOWN, SD, 57201, United States
Phone
605-878-2030
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$39.4M
Discretionary AUM
$39.4M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $21.0M |
| High net worth individuals | 19 | $18.5M |
All web addresses on file
Official SEC filing: View on IAPD