Advisor at Midwest Capital Financial Advisors, LLC
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 Capital Financial Advisors, LLC
Location
Decatur, IN 46733
Credentials
Series 63, Series 66
Industry experience
36 years
$0 - $25,000.00: 1.25% $25,000.01 - $500,000.00: 1.25% $500,000.01 - $1,000,000.00: 1.00% $1,000,000.01+: 0.75%
Financial planning and consulting fees generally range from $75 to $250 per hour.
Fortune Financial Services
2021 - Present (5 years)
Midwest Capital Financial Advisors LLC
2020 - Present (6 years)
Moneyblock
2012 - 2021 (9 years)
Midwest Capital Resources Inc
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
CFP®, ChFC®, Series 66
Bluffton, IN
Edward Jones
Series 66
Decatur, IN
Edward Jones
CFP®, Series 63, Series 66
Bluffton, IN
Edward Jones
Series 66
Decatur, IN
Edward Jones
Series 66
Bluffton, IN
Edward Jones
CFP®, Series 66
Decatur, IN
Edward Jones
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