Midwest Financial Network, LLC
Firm details
- Headquarters
- Tinley Park, Illinois
- CRD number
- 302095
- Registered since
- October 25, 2024
- Website
- midwfinancial.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.22%
- Individuals30.75%
- Pension & Profit Sharing Plans0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Midwest Financial Network, LLC is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2024. It serves primarily individual and family clients and combines advisory services with insurance brokerage activity, holding an affiliation with an insurance company. Its advisory menu includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and educational seminars or workshops. The firm charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements, which supports serving a mix of ongoing investment relationships and project-based planning engagements. Midwest Financial Network is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$220M in ETFs
63%
$138M
29%
$81.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $12.4M | 16,297 | 5.66% |
Location
Tinley Park, IL
Cook
Location
Tinley Park, IL
Headquartered in Tinley Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 17244 Oak Park Ave
- Time zone
- CT (UTC-6)
- Office locations
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