Midwest Financial Partners logo

Midwest Financial Partners

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting

Expertise

Wealth management

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Fee options

Percentage

$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%

Project-based

Not specifically detailed in brochure

Main office

See office

912 West St. Germain Street, Sutie 201

Saint Could MN 56301

Advisors at this office

8

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

Advisors at this firm

user avatar

Jessica G

Series 66

St. Cloud, MN

Midwest Financial Partners

Jessica Gauerke is a financial advisor at Midwest Financial Partners in St. Cloud, MN. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Jefferson Wells, Alps Fund Services, USAdvisors Wealth Management, Securities America, and Cetera Advisor Networks. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients by providing comprehensive portfolio management and retirement plan consulting. The firm manages approximately $1.5 billion in client assets through a team of nine advisors, offering individualized investment plans and utilizing institutional custodial platforms and supporting technology for account administration.

Wealth management
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Nellie G

Series 65

St. Cloud, MN

Midwest Financial Partners

Nellie Gabrielson is a financial advisor at Midwest Financial Partners with one year of industry experience. She holds a Series 65 designation and has worked at Midwest Financial Partners since 2024. Outside of her advisory role, she coaches recreational gymnastics at Granite City Gymnastics in St. Joseph, MN. Midwest Financial Partners provides investment advice and retirement-plan consulting to individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm offers Comprehensive Portfolio Management that combines financial planning with discretionary portfolio management, utilizing a range of investment vehicles and institutional custody relationships.

Wealth management
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Thomas S

Series 66

St. Cloud, MN

Midwest Financial Partners

Thomas St Hilaire is a financial advisor at Midwest Financial Partners with 23 years of industry experience. He holds the Series 66 designation and has been with Midwest Financial Partners since 2012, including time at its affiliated investment entity since 2015. His prior experience includes a five-year tenure at Voya Financial Advisors. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and businesses, managing approximately $1.5 billion in assets across nine advisors. The firm provides customized investment plans with regular portfolio reviews, utilizing institutional custodial platforms and technology to support both managed and held-away accounts, along with affiliated family-office and insurance services.

Wealth management
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Hailey H

Series 65

Saint Could, MN

Midwest Financial Partners

Hailey Hollenhorst is a financial advisor at Midwest Financial Partners with eight years of industry experience. She holds a Series 65 designation and previously worked at Quarles & Brady LLP for three years before joining her current firm in 2017. Hailey serves on the Board of Directors for the Central Minnesota Community Foundation. Midwest Financial Partners provides investment advice and retirement-plan consulting to individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm manages approximately $1.26 billion in assets across more than 1,100 client accounts, offering comprehensive portfolio management that combines financial planning with discretionary portfolio management and utilizes institutional custody and execution relationships.

Wealth management
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Mark B

Series 65, Series 66

St. Cloud, MN

Midwest Financial Partners

Mark Boyle is a financial advisor at Midwest Financial Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Midwest Financial Partners since 2015, following four years at VOYA Financial Advisors. Outside of his advisory work, he serves on the Pershing Advisor Solutions Board, mentors startups through a local funding program, and consults on leadership development. Midwest Financial Partners is a team of nine advisors managing approximately $1.5 billion in client assets. The firm serves individuals, families, high-net-worth clients, trusts, and business clients, providing comprehensive portfolio management and retirement plan consulting with a focus on tailored investment plans and ongoing portfolio reviews.

Wealth management
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John G

Series 63, Series 65

St. Cloud, MN

Midwest Financial Partners

John Glomski is a financial advisor at Midwest Financial Partners in St. Cloud, MN, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Midwest Financial Partners and its affiliated entities since 2013, including a prior role at Voya Financial Advisors. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients, managing approximately $1.5 billion in assets across 438 client relationships. The firm provides comprehensive portfolio management and retirement plan consulting using institutional custodial platforms and a range of investment options tailored to each client’s needs.

Wealth management
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Jamie S

Series 66

St. Cloud, MN

Midwest Financial Partners

Jamie Schrupp is a financial advisor with Midwest Financial Partners in St. Cloud, MN, holding a Series 66 designation and 15 years of industry experience. He previously worked with Voya Financial Advisors from 2014 to 2017. Outside of advisory work, Schrupp serves as an independent insurance agent and participates on the board of a manufacturing company specializing in custom plastic products. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients, managing approximately $1.5 billion in assets. The firm offers comprehensive portfolio management and retirement plan consulting through a team of nine advisors, employing individualized investment strategies and utilizing institutional custodial platforms and technology solutions.

Wealth management
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Tyler R

Series 65

St. Cloud, MN

Midwest Financial Partners

Tyler Rosin is a financial advisor at Midwest Financial Partners in St. Cloud, MN, holding a Series 65 designation with two years of industry experience. Prior to joining Midwest Financial Partners in 2022, he worked at United Health Group from 2010 to 2022. Midwest Financial Partners provides investment advice and retirement-plan consulting to individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm manages approximately $1.26 billion in assets across more than 1,100 client accounts through a team of nine advisors, combining financial planning with discretionary portfolio management using a variety of investment vehicles and offering related family office services.

Wealth management
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Benjamin C

Series 65

Sarasota, FL

Midwest Financial Partners

Benjamin Crist is a financial advisor at Midwest Financial Partners in Sarasota, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Midwest Financial Partners, he worked at Xcel Energy, Randstad Professionals, and HHL + PMP. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients by providing comprehensive portfolio management and retirement plan consulting. The firm manages approximately $1.5 billion in client assets through a team of nine advisors and emphasizes individualized investment plans with ongoing portfolio reviews and rebalancing.

Wealth management
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