Advisors at this firm
Matthew W
CFP®, ChFC®, Series 63, Series 65
West Des Moines, IA
Midwest Heritage Financial Advisors
Matthew Watters is a CFP® and ChFC® with 29 years of industry experience. He is currently a financial planner and Chief Compliance Officer at Midwest Heritage Financial Advisors in West Des Moines, IA. Watters serves as an Investment Board member for the Iowa Public Employees' Retirement System (IPERS) and is a FINRA arbitrator. He also participates on several committees of Midwest Heritage Bank. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, providing discretionary portfolio management, financial planning, retirement planning, and tax and estate planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs an active, diversified “total portfolio” approach and implements portfolios using mutual funds, ETFs, options, and structured notes tailored to client objectives.
Levi C
Series 63, Series 65
West Des Moines, IA
Midwest Heritage Financial Advisors
Levi Cyphers is a financial planner at Midwest Heritage Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Osaic Wealth, Inc. and Securities America, Inc. Outside of advising, Cyphers co-owns a small-town hotel in Clifton, Kansas. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, providing discretionary portfolio management, financial planning, and retirement and estate planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a total portfolio approach with active, diversified strategies tailored to client objectives.
Casey M
CFP®, Series 63, Series 65
West Des Moines, IA
Midwest Heritage Financial Advisors
Casey Malloy is a CFP® professional with 11 years of industry experience, currently serving as a financial planner at Midwest Heritage Financial Advisors. His prior experience includes roles at Pfs Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved in a family business teaching his children entrepreneurial skills through a recurring lemonade stand. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, providing discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm employs an active, diversified investment approach and manages portfolios using mutual funds, ETFs, options, and structured notes tailored to client objectives.
Mark V
Series 65, Series 66
West Des Moines, IA
Midwest Heritage Financial Advisors
Mark Vance is a financial planner with Midwest Heritage Financial Advisors in West Des Moines, IA, holding Series 65 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at First National Bank of Omaha, Ally Invest Advisors, LPL Financial, and Securities America, Inc. He serves on the board of Millard United Sports, contributing to the organization of local girls fastpitch softball teams. Midwest Heritage Financial Advisors operates as the investment advisory division of Midwest Heritage Bank, FSB, providing discretionary portfolio management, financial planning, retirement planning, and tax and estate planning to individuals, trusts, charitable organizations, and business entities. The firm employs a “total portfolio” approach with active, diversified strategies implemented through mutual funds, ETFs, options, and structured notes, with management tailored to client objectives.
