Advisor at Midwest Financial Partners
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Firm
Midwest Financial Partners
Location
St. Cloud, MN 56301
Credentials
Series 65, Series 66
Industry experience
9 years
Mark Boyle is a financial advisor at Midwest Financial Partners with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Midwest Financial Partners since 2015, including four years with VOYA Financial Advisors. Outside of his advisory role, Boyle mentors startups through the Gener8or funding program, serves on the Pershing Advisor Solutions Board, consults on leadership development with the Big River Group, and participates in advisory and finance committees at local institutions. 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 using a variety of 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, Inc.
2015 - Present (11 years)
VOYA Financial Advisors
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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Lfa
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Lfa
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