A complete list of active advisors currently associated with Midwest Value Planning
Warmer can help you find a great advisor at Midwest Value Planning or one who fits your needs even better.
Midwest Value Planning provides consulting services primarily to investment advisor representatives and registered investment adviser firms, delivering financial planning, tax advice, educational materials, advanced planning concepts and marketing support. The firm also offers limited individual income tax preparation and financial planning services outside of its adviser-consulting engagements. Work is delivered as a consultative service to the subscribing advisor: Midwest Value Planning bases its advice on information supplied by the advisor or client, does not make investment recommendations or manage client accounts, and leaves implementation and investment decisions to the advisor. Engagements are billed on an hourly, project or retainer basis, and the firm may earn additional compensation tied to threshold levels for new client assets placed in certain tax-advantaged strategies. The firm’s principal holds CPA and CFP® credentials and maintains a tax practice, so tax planning and preparation are integrated into its adviser-focused consulting—an arrangement that is uncommon for firms in this category. Unlike many investment-management peers, Midwest Value Planning primarily serves other advisers rather than individual investors and does not charge percentage-of-assets fees, take custody, or exercise discretionary investment authority.
To learn more about the advisors currently working at Midwest Value Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 27
|
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