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Jordan Kelch

Advisor at Midwestern Securities Trading Company, LLC

Updated today

Location

Toulon, IL 61483

Credentials

Series 66

Industry experience

2 years

About

Jordan Kelch is a financial advisor with Midwestern Securities Trading Company, LLC and holds the Series 66 designation. He has two years of industry experience and also works as a financial advisor at State Bank of Toulon. His prior work includes roles in real estate and retail sectors. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis alongside third-party research.

Client services

Based on Midwestern Securities Trading Company, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules

Expertise

Based on Midwestern Securities Trading Company, LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy

Occupation focus

Based on Midwestern Securities Trading Company, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for seminars up to $100; financial planning flat fees possible (not to exceed hourly rate multiplied by time)

Percentage

$0.00 - $999,999.99: 1.30% $1,000,000.00 - $4,999,999.99: 1.05% $5,000,000.00 - $9,999,999.99: 0.85% $10,000,000.00+: 0.55%

Commissions

Yes, as a dually registered broker-dealer many representatives earn commissions; however, advisory clients do not pay both advisory fees and commissions on the same account; 12b-1 fees are rebated to clients

Project-based

$300 per hour (negotiable, minimum $150/hour) for financial planning and consultation

Other

Account minimum: $500 for Beacon Portfolios; $25,000 for most Lighthouse Portfolios; $50,000 for certain Lighthouse Portfolios (e.g., 50/50 Base/Fixed Income variations) Minimum fee: $40 annual maintenance fee for Beacon Portfolios billed quarterly in $10 increments; waived if assets exceed $25,000 Fee-only: Financial planning hourly rate typically $300/hour (negotiable, minimum $150/hour); flat fees also possible but not to exceed hourly rate

Location

102 West Main Street

Toulon, IL 61483

Most active in

Illinois

Work history

Midwestern Securities Trading Company

2024 - Present (2 years)

State Bank of Toulon

2023 - Present (3 years)

Schauble Realty

2022 - 2023 (1 year)

Keller Williams Premier Realty

2021 - 2022 (1 year)

Lowe's Companies

2020 - 2021 (1 year)

Home Depot

2011 - 2020 (9 years)

Home Depot

2011 - 2020 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management
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Jesse H

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