Midwest Investment and Retirement Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management for individual and trust clients, including high‑net‑worth households, investing in publicly traded securities such as stocks, bonds, CDs, mutual funds, and ETFs. It manages client assets through percentage‑of‑assets fees and also offers limited advice on retirement accounts held elsewhere without directly managing those accounts.
The firm's investment approach emphasizes long‑term, diversified allocations across stocks and bonds with a tendency to focus on U.S. companies, and portfolios are tailored to each client’s risk tolerance and goals. Advisors work with clients to develop personal “life plans” and provide tools, educational materials, and occasional seminars to help clients create and update their own financial and retirement plans rather than selling standardized plans.
Distinctive operational features include family ownership and close internal oversight, and the firm has had regulatory interactions that it discloses, including a consent agreement related to a missed regulator survey and inquiries about its use of standing letters of authorization and direct fee deductions. The firm operates as fee‑only, does not accept commissions, regularly uses custodian authorizations for fee billing and transfers, and states it has remediated those regulatory matters and expanded its disclosures and compliance practices.
Client services
Expertise
Fee options
$1 - $1,000,000: 1.25% per year $1,000,001 - $2,000,000: 1.00% per year $2,000,001 - $3,000,000: 0.9% per year $10,000 - $30,000: 0.75% per year on CDs and individual bonds $30,001 - $50,000: 0.7% per year on CDs and individual bonds $50,001+: 0.65% per year on CDs and individual bonds
Account minimum: $100,000 Minimum fee: $110 per month minimum fee, waivable or reducible at management's discretion Fee-only: firm is fee-only Registered Investment Advisor; no commissions or sales compensation accepted
Main office
7982 Wicker Ave
St. John IN 46373
Advisors at this office
2
Most active in
Illinois · Indiana
Also doing business as
Eylander Financial Services, Inc. · Midwest Investment And Retirement Management, Inc. · Midwest Wealth Builders · Midwest Wealth Builders, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Advisors at this firm
Christian C
Series 65
St. John, IN
Midwest Investment and Retirement Management, Inc.
Christian Crum is a financial advisor at Midwest Investment and Retirement Management, Inc. He holds a Series 65 designation and has 8 years of industry experience. His prior experience includes six years at Indiana University, and he has been with Midwest Wealth Builders, Inc. since 2015. Midwest Investment and Retirement Management provides discretionary portfolio management for individual and trust clients, including high-net-worth households, focusing on diversified, long-term allocations primarily in U.S. stocks and bonds. The firm emphasizes personalized financial planning and offers educational resources to support clients in developing their own retirement plans.
Gary C
Series 65
St. John, IN
Midwest Investment and Retirement Management, Inc.
Gary Crum is a Series 65-licensed financial advisor at Midwest Investment and Retirement Management, Inc. with 13 years of industry experience. He has worked at Midwest Investment and Retirement Management since 2013 and previously spent nine years at Indiana Wesleyan University. Since 2024, he has also been associated with The Retirement Store Inc. Midwest Investment and Retirement Management provides discretionary portfolio management for individual and trust clients, including high-net-worth households, focusing on publicly traded securities. The firm emphasizes long-term, diversified allocations tailored to clients’ risk tolerance and goals and supports clients in developing personal life plans through educational resources and seminars.
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