A complete list of active advisors currently associated with Midwestern Financial Group

Warmer can help you find a great advisor at Midwestern Financial Group or one who fits your needs even better.

Midwestern Financial Group is an SEC-registered advisory firm (registration effective May 1, 2025) with a three-advisor team managing roughly $172.8 million for about 135 clients. The firm provides discretionary investment management, comprehensive financial planning, and pension consulting to individuals (including high-net-worth clients), retirement plans, and charitable organizations. The firm combines passive and active approaches—using index mutual funds and ETFs for broad asset-class exposure alongside individual security selection and manager identification—guided by fundamental and cyclical analysis. Portfolios are constructed around client-specific investment policy statements, implemented on a discretionary basis, and reviewed at least quarterly. Notably, MFG offers periodic educational seminars (including occasional pro bono sessions) and an "Early Investors Program" with low-cost, tiered planning packages for beginning investors, features that are less common among similar firms. The principals also operate a related business-advisory entity and hold minority interests in other private ventures; these outside activities are disclosed in the brochure and may lead to referrals between entities.

To learn more about the advisors currently working at Midwestern Financial Group, 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
Patrick Campbell	Iowa City, IA	16
Joseph Jay	Iowa City, IA	14
Andrew Picchietti	Iowa City, IA	3

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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