A complete list of active advisors currently associated with Midwest Heritage Financial Advisors

Warmer can help you find a great advisor at Midwest Heritage Financial Advisors or one who fits your needs even better.

Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, and provides discretionary portfolio management, financial planning, retirement planning, and tax and estate planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm also advises on insurance and other financial matters and operates as a separately identifiable department of the bank, which is an uncommon ownership structure for a team RIA. The firm describes a “total portfolio” approach using active, diversified strategy diversification rather than simple buy-and-hold asset allocation, and it implements portfolios with mutual funds, ETFs, options and structured notes as appropriate. Management is typically discretionary and tailored to client objectives, and the brochure discloses that some strategies may have above-average turnover and associated tax considerations. Midwest Heritage’s advisors also serve in brokerage and insurance capacities (participating in a hybrid program with a broker-dealer and selling insurance through an affiliated insurance agency), a combination that the firm discloses as creating potential conflicts of interest and addresses through disclosure and compliance oversight. The firm requires clients to custody assets at a single custodian (Charles Schwab) and notes related operational and service arrangements with that custodian, which may affect execution and the availability of certain institutional services.

To learn more about the advisors currently working at Midwest Heritage Financial Advisors, 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.