MIDWESTERN FINANCIAL GROUP

Overview

Midwestern Financial Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients and is owned by an individual. Its advisory practice combines financial planning and discretionary portfolio management for individuals and small businesses with educational seminars and pension consulting support. Billing is flexible and includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Midwestern Financial Group does not identify itself as an active ESG investor and operates under a single-state registration profile. The firm positions itself as a compact advisory practice focused on customized planning and investment management for private clients rather than as a capital allocator or institutional manager. Its service mix suggests a hybrid model emphasizing ongoing portfolio oversight plus project-based planning work and client education.

Assets & Accounts

Public Holdings

Investments & Alternatives