Midwest Financial Network, LLC

Midwest Financial Network, LLC serves individual investors — including high-net-worth clients — as well as businesses and retirement-plan sponsors, and it now lists pension and profit‑sharing plans among its client types. The firm provides comprehensive and modular financial planning, ongoing portfolio management on a discretionary or non‑discretionary basis, retirement plan consulting for employers, and periodic educational workshops on personal finance and investing.

Investment implementation follows a Core + Satellite approach that blends passive, indexed core holdings with active satellite positions; the firm uses both fundamental and technical analysis to build customized portfolios and documents investment guidelines reflecting objectives, time horizon and client constraints. Accounts are typically reviewed quarterly (or more frequently as needed) and the firm executes portfolio management while clients retain final discretion over implementation of planning recommendations.

Compared with many peers, Midwest Financial Network discloses a higher emphasis on client education through seminars and has recently expanded into pension/profit‑sharing plan work while removing prior outsourced portfolio‑management services it had offered to other advisers. The firm also documents specific operational choices — a preference for custodians such as Interactive Brokers and Altruist (including a disclosure that Interactive Brokers calculates advisory fees separately by account) — and maintains an affiliated insurance agency through which insurance products may be offered.