A complete list of active advisors currently associated with Midwest Capital Financial Advisors, LLC
Warmer can help you find a great advisor at Midwest Capital Financial Advisors, LLC or one who fits your needs even better.
Midwest Capital Financial Advisors provides financial planning, investment portfolio management, and retirement‑plan services to individual investors, charitable organizations, trusts and employer‑sponsored retirement plans. Services include ongoing discretionary and non‑discretionary portfolio management and modular financial planning covering retirement, tax, cash‑flow, estate and related topics. The firm’s advisers gather client information, prepare an investment policy statement, and implement strategies using a mix of fundamental, technical, cyclical and volatility analysis; implementation can include long‑term holdings, short‑term trading and option‑based overlays. Midwest Capital also recommends third‑party investment managers when appropriate, conducts due diligence on those managers, and monitors their performance over time. Distinctive features disclosed in the brochure include that firm representatives also act as registered representatives of a broker‑dealer and may be licensed insurance agents with an affiliated insurance entity, enabling the recommendation of commission‑based insurance and broker‑dealer products. The firm also discloses the use of derivatives and options in account strategies, delivery of educational seminars to groups (universities, community centers and plan participants), and arrangements to receive solicitation fees when referring clients to third‑party managers, with related conflicts described in its disclosures.
To learn more about the advisors currently working at Midwest Capital Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Decatur, IN
| 1
| |
Decatur, IN
| 36
|
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