A complete list of active advisors currently associated with Midwest Financial Strategies

Warmer can help you find a great advisor at Midwest Financial Strategies or one who fits your needs even better.

Midwest Financial Strategies provides portfolio management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, and employer retirement plans. Services include tailored Investment Policy Statements, ongoing discretionary management, and periodic reporting to support client goals. The firm constructs individualized portfolios using model allocations and documents risk tolerance and time horizon in each client’s Investment Policy Statement; its methods include charting and technical analysis and a long‑term trading orientation. It frequently delegates implementation to third‑party services through a turnkey asset management program and outsourced trading and billing to align accounts with chosen model portfolios. A notable distinction is the firm’s affiliation with the insurance industry: advisors are licensed insurance agents who may recommend insurance products on a disclosed commission basis and also offer fee‑based, no‑load annuity management, with contract-imposed limitations on investment options. The firm also requires clients to use a specific custodian and discloses prior regulatory actions involving firm management, items prospective clients typically consider during due diligence.

To learn more about the advisors currently working at Midwest Financial Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.