Midwest Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,481,771,356
Clients
438
Advisors
9
across 2 offices
About
Midwest Financial Partners works with individuals, families, high-net-worth clients, trusts, employer retirement plans and business clients, providing comprehensive portfolio management and retirement plan consulting. The firm reports managing roughly $1.5 billion in client assets through a team of nine advisors and serves about 438 client relationships.
The firm builds individualized investment plans after at least one client meeting, proposing portfolios that may include ETFs, mutual funds, individual stocks and bonds, with regular reviews and periodic rebalancing. It uses institutional custodial platforms and supporting technology — including an order-management system to manage held-away accounts and a recommended cash-management solution (Flourish Cash) — to administer client accounts and cash positions.
Notable distinctions in the brochure include affiliated family-office entities that may serve as trustees and provide bill-pay and tax-preparation services, and the firm’s role as an insurance broker or agent, features that are less common among peer team advisers. The firm also notes private ownership through a personal trust, a formal code of ethics and custody oversight procedures.
Client services
Expertise
Fee options
$0 - $250,000: 1.26% $250,001 - $500,000: 1.02% $500,001 - $1,000,000: 0.99% $1,000,001 - $2,000,000: 0.78% $2,000,001 - $5,000,000: 0.71% $5,000,001 - $10,000,000: 0.75% Over $10,000,000+: 0.75%
Not specifically detailed in brochure
Main office
See office912 West St. Germain Street, Sutie 201
Saint Could MN 56301
Advisors at this office
8
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Michigan · Minnesota · New York · North Dakota · Ohio · Oregon · Pennsylvania · South Dakota · Tennessee · Texas · Washington · Wisconsin
Also doing business as
Midwest Financial Partners · Midwest Financial Partners Investments, Inc. · Midwest Financial Partners, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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