Advisor at Midwest Financial Partners
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Firm
Midwest Financial Partners
Location
St. Cloud, MN 56301
Credentials
Series 63, Series 65
Industry experience
16 years
John Glomski is a financial advisor with Midwest Financial Partners in St. Cloud, MN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Midwest Financial Partners Investments, Inc. since 2015, VOYA Financial Advisors since 2014, and Midwest Financial Partners, Inc. since 2013. 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 through a team of nine advisors, offering Comprehensive Portfolio Management that integrates financial planning with discretionary portfolio management and incorporates family office services alongside institutional custody and third-party cash solutions.
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, Inc
2015 - Present (11 years)
VOYA Financial Advisors
2014 - Present (12 years)
Midwest Financial Partners, Inc
2013 - Present (13 years)
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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Series 63, Series 65
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ChFC®, Series 63
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Lfa
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Lfa
CFP®, Series 63, Series 65
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