Advisor at Midwest Financial Partners
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Firm
Midwest Financial Partners
Location
St. Cloud, MN 56301
Credentials
Series 66
Industry experience
22 years
Thomas St Hilaire is a financial advisor at Midwest Financial Partners with 22 years of industry experience. He holds a Series 66 designation and has been with Midwest Financial Partners since 2012, also having roles at affiliated entities including an independent insurance agency and family office services where he oversees trustee and bill pay functions. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities, managing approximately $1.26 billion in assets across over 1,100 client accounts. The firm offers a Comprehensive Portfolio Management service that integrates financial planning with discretionary portfolio management using ETFs, mutual funds, stocks, and bonds, supported by institutional custody relationships and related family office services.
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 · Texas
Midwest Financial Partners Investments, Inc
2015 - Present (11 years)
Voya financial Advisors
2014 - Present (12 years)
Midwest Financial Partners
2012 - Present (14 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.
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
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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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