Advisor at Midwest Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Midwest Financial Partners
Location
Saint Could, MN 56301
Credentials
Series 65
Industry experience
8 years
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.
Based on Midwest Financial Partners
$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%
Not specifically detailed in brochure
912 West St. Germain Street, Sutie 201
Saint Could, MN 56301
Minnesota
Midwest Financial Partners
2017 - Present (9 years)
Quarles & Brady LLP
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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