Advisor at Midwestern Securities Trading Company, 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
Midwestern Securities Trading Company, LLC
Location
Pittsfield, IL 62363
Credentials
Series 66
Industry experience
3 years
Financial planning flat fees negotiated, generally not exceeding hourly rate; seminars up to $100; charitable seminar series up to $5,000
$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 earned on brokerage accounts; no accounts pay advisory fees and commissions simultaneously.
$300 per hour standard rate; minimum $150 per hour; negotiable
Account minimum: $25,000 for Lighthouse Portfolios; $50,000 for some Lighthouse Portfolios; $500 for Beacon Portfolios
Eagle Valley Bank
2021 - Present (5 years)
Eagle Valley Bank
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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