Advisor at Midwest Financial Partners
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Firm
Midwest Financial Partners
Location
St. Cloud, MN 56301
Credentials
Series 66
Industry experience
19 years
Jessica Gauerke is a financial advisor at Midwest Financial Partners with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Jefferson Wells, Alps Fund Services, and Securities America. 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 and offers a Comprehensive Portfolio Management service that integrates financial planning with discretionary portfolio management using various investment vehicles.
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 Saint Germain Street, Suite #300
St. Cloud, MN 56301
Minnesota
Midwest Financial Partners Investments
2024 - Present (2 years)
Jefferson Wells
2022 - 2024 (2 years)
Alps Fund Services, Inc.
2021 - 2022 (1 year)
Securities America, inc.
2019 - 2021 (2 years)
USAdvisors Wealth Management, LLC
2019 - 2021 (2 years)
Cetera Advisor Networks, LLC
2016 - 2019 (3 years)
DST Market Services, LLC
2013 - 2016 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 65
Clear Lake, MN
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Series 63, Series 65
Clear Lake, MN
CRG Wealth, LLC
ChFC®, Series 63
St. Cloud, MN
Lone Peak Advisers
Series 66
St. Cloud, MN
Lfa
Series 63
St. Cloud, MN
Lfa
CFP®, Series 63, Series 65
St. Cloud, MN
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