Advisor at Midwestern Financial Group
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 Financial Group
Location
Iowa City, IA 52240
Credentials
Series 63, Series 65
Industry experience
16 years
Financial planning fixed fees ranging from $250 to $35,000; Early Investors Program fixed fees of $399, $549, or $799; Educational seminars fees up to $2,000 per seminar or up to $500 per participant
$0 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.88% $2,500,001 - $5,000,000: 0.76% $5,000,001 - $10,000,000: 0.64% $10,000,001+: 0.50%
$250.00 per hour (for financial planning services if agreement terminated early)
Fee-only: Financial planning fixed fee ranging from $250 to $35,000; Early Investors Program fixed fees of $399, $549, or $799; hourly rate of $250/hour for early termination of financial planning agreement
MFG Business Advisors, LLC
2017 - Present (9 years)
Campbell Financial Group, Llc
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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