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
Dalton City, IL 61925
Credentials
Series 66
Industry experience
< 1 year
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
Midwestern Securities Trading Company LLC
2024 - Present (2 years)
Scott State Bank
2024 - Present (2 years)
University of Missouri
2024 - Present (2 years)
Senior Benefit Services
2024 - 2024 (1 year)
CCUA Veterans Farm
2023 - 2023 (1 year)
Missouri University Veterans Center
2023 - 2023 (1 year)
United States Army
2021 - 2022 (1 year)
University of Missouri
2021 - 2021 (1 year)
University of Missouri
2021 - 2023 (2 years)
The Pear Tree
2021 - 2021 (1 year)
US Army Training
2020 - 2020 (1 year)
The Pear Tree
2019 - 2020 (1 year)
Taco Bell
2018 - 2018 (1 year)
Macon R-1 High School
2016 - 2020 (4 years)
Tri-County Christian School
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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