Midwest Heritage Financial Advisors

Overview

Midwest Heritage Financial Advisors is an independent registered investment adviser that began SEC registration in 2020. The firm serves individual and family clients, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. In addition to advisory services, the firm operates as a registered representative of a broker-dealer and acts as an insurance broker, with ties to banking and insurance institutions. The adviser is organized under a mix of domestic-entity and individual ownership and does not position itself as a capital allocator. It does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices