Midwest Financial Management, LLC

Overview

Midwest Financial Management, LLC operates as an independent registered investment advisor, focusing primarily on serving individual and family clients. The firm is structured as a limited liability company and engages in a variety of business activities, including insurance brokerage. Midwest Financial Management offers financial planning services and portfolio management tailored for individuals and small businesses. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While it does not actively pursue ESG investments, it maintains a straightforward approach to wealth management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices