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Patrick C

Series 63, Series 65

Iowa City, IA

Midwestern Financial Group

Patrick Campbell is a financial advisor with Midwestern Financial Group in Iowa City, IA, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include work at Campbell Financial Group, LLC, and World Trend Financial Planning Services, Ltd. He is also co-owner of MFG Business Advisors, LLC and has minority interests in private ventures outside the investment sector. Midwestern Financial Group is a three-advisor SEC-registered firm managing approximately $172.8 million for around 135 clients. The firm serves individuals, retirement plans, and charitable organizations with discretionary investment management, financial planning, and pension consulting, employing both passive and active investment strategies tailored to client-specific policies.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Joseph J

Series 66

Iowa City, IA

Midwestern Financial Group

Joseph Jay is a financial advisor at Midwestern Financial Group with 13 years of industry experience. He holds the Series 66 designation and has been co-owner of MFG Business Advisors, LLC since 2017. Outside of advising, he is also co-owner of Waste Water Supply, LLC, a non-investment related business. Midwestern Financial Group provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm combines passive and active strategies with ongoing account supervision and emphasizes investor education through seminars and a tiered offering for beginning investors.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Andrew P

Series 65

Iowa City, IA

Midwestern Financial Group

Andrew Picchietti is a financial advisor at Midwestern Financial Group in Iowa City, IA, holding a Series 65 designation with three years of industry experience. Prior to joining Midwestern Financial Group, he worked in various roles including positions at Adamantine Spine Moving Company and Riverside Casino & Golf Resort. He also has experience with the University of Iowa Department of Public Safety and was a full-time student at the University of Iowa. Midwestern Financial Group provides investment management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of passive and active investment strategies and emphasizes investor education through seminars and specialized programs for new investors.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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