Advisors at this firm
Joshua M
CFP®, Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Joshua Miller is a CFP® professional with 24 years of experience in the financial services industry. He is currently a financial consultant at John Graham and Associates and has served at Midwestern Securities Trading Company, LLC since 2006. Miller is involved in several community and volunteer activities, including serving as past president of the Astoria Lions Club, co-chairing the finance committee for Graham Health Systems Board of Trustees, and coaching high school football. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, including branded model portfolios, and serves a large retail client base supported by 41 advisors.
Michael G
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Michael Graham is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Midwestern Securities since 1999 and also operates John Graham & Associates, a financial consulting business he started in 1996. Graham serves as president and board member of Princeville State Bank/Main Street Bancorp Inc and is a board member of the Peoria Riverfront Museum Foundation. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis, and supports a large retail client base through 41 advisors.
Winfield E
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Winfield Ellis is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Midwestern Securities, he worked at John Graham and Associates and Equitable Advisors LLC. Outside of his advisory role, Ellis serves as a pastor at the East Peoria Bible Missionary Church. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis overseen by an internal Investment Advisory Committee.
Jason S
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Jason Stadsholt is a financial advisor at Midwestern Securities Trading Company, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Midwestern Securities since 2017, following nine years at infinex Investments, Inc. He also serves as a financial advisor at Havana National Bank and is involved as treasurer for the Athens Youth Sports Association. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis alongside third-party research.
Ian T
Series 66
Breese, IL
Midwestern Securities Trading Company, LLC
Ian Timimmermann is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm supports a large retail client base through both discretionary and non-discretionary managed accounts and integrates fundamental and technical analysis in its investment approach.
Brady H
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Brady Huber is a financial advisor at Midwestern Securities Trading Company, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Bradford National Bank since 2021. Outside of his advisory role, he serves as a football game commentator for WGEL. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis overseen by an internal Investment Advisory Committee.
Cody L
CFP®, Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Cody Leach is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Midwestern Securities Trading Company, LLC and State Bank of Graymont since 2014. He is based in Pontiac, Illinois. Outside of his advisory work, Leach is involved in community theater as an actor and serves as a church council member at St. Paul Lutheran Church. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers both discretionary and non-discretionary managed accounts, combining fundamental and technical analysis with third-party research to support a large retail client base.
Scott F
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Scott Fisher is a financial advisor with Midwestern Securities Trading Company, LLC in Taylorville, IL, holding a Series 66 designation and eight years of industry experience. He has worked with John Graham & Associates since 2018 and has also been affiliated with Midwestern Securities Trading Company since 2017. Midwestern Securities Trading Company provides portfolio management, financial planning, retirement-plan fiduciary services, and a wrap-fee model portfolio program to individual and high-net-worth clients. The firm serves a large retail client base with a range of discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis overseen by an internal Investment Advisory Committee.
Elizabeth W
Series 66
Pittsfield, IL
Midwestern Securities Trading Company, LLC
Elizabeth White is a financial advisor at Midwestern Securities Trading Company, LLC with four years of industry experience. She holds a Series 66 designation and has worked at Eagle Valley Bank since 2001, currently serving as Vice President of Operations. In addition to her financial roles, she is an Alderman for Ward 2 in the City of Pittsfield, a board member of the Pike County Chamber of Commerce, and volunteers with the Pittsfield Fire Department Wives Auxiliary. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, relying on a combination of fundamental and technical analysis, third-party research, and oversight by an internal Investment Advisory Committee.
Nicholas K
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Nicholas Kuhlman is a financial consultant with Midwestern Securities Trading Company, LLC and holds a Series 66 designation. He began his industry career in 2025 and has prior experience with John Graham & Associates Inc. Outside of his advisory role, he has worked in community-focused and entrepreneurial activities, including managing operations at Corner Stone Tavern. Midwestern Securities Trading Company serves a large retail client base with portfolio management, financial planning, and retirement-plan fiduciary services. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis overseen by an internal Investment Advisory Committee.
Robert M
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Robert Minor is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Sauk Valley Bank since 2011 and concurrently with Midwestern Securities Trading Company, LLC during the same period. Outside of his advisory roles, he serves as vice treasurer for Whiteside County United Way and is involved in local community activities, including coaching and teaching baseball and softball lessons and serving on the board of the Sterling Rock Falls Community Trust. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts using a combination of fundamental and technical analysis and supports a large retail client base through 41 advisors.
Michael D
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Michael Doublin is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and six years of industry experience. He has been with Midwestern Securities Trading Company since 2018. Prior to this, he held roles at T. Rowe Price and the University of Northern Colorado. Midwestern Securities Trading Company provides portfolio management, financial planning, retirement-plan fiduciary services, and a wrap-fee model portfolio program primarily to individual and high-net-worth clients. The firm supports a large retail client base through its 41 advisors and offers both discretionary and non-discretionary managed accounts, utilizing a mix of fundamental and technical analysis alongside third-party research.
Tate H
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Tate Hartman is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at both Heartland Credit Union and Midwestern Securities Trading Company since 2015. Outside of his advisory roles, Hartman is involved in community organizations, serving as a member of the Rotary Club of Springfield South and as treasurer and board member for the nonprofit 100+ People Who Care in Springfield. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm manages a large retail client base through discretionary and non-discretionary model portfolios overseen by an internal Investment Advisory Committee.
Dana T
Series 63, Series 66
Luxemburg, WI
Midwestern Securities Trading Company, LLC
Dana Tupper is a financial advisor at Midwestern Securities Trading Company, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. He is also an associate at Bank of Luxemburg and serves as a clerk on the Kewaunee Public School District Board of Directors. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis overseen by an internal Investment Advisory Committee.
Ahlden H
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Ahlden Harms is a financial advisor at Midwestern Securities Trading Company, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Midwestern Securities since 2016, with prior experience at RSM US LLP and Illinois State University. Outside of his advisory role, Harms serves as a vice president and loan officer at The Frederick Community Bank and is involved in sports officiating for the Illinois High School Association, as well as committee work with the Paxton Grand Old Flag organization. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm supports a large retail client base through discretionary and non-discretionary managed accounts and uses a combination of fundamental and technical analysis along with third-party research to guide its investment approach.