Overview
Assets Under Management: $139 million
Headquarters: IOWA CITY, IA
High-Net-Worth Clients: 36
Average Client Assets: $3 million
Frequently Asked Questions
MIDWESTERN FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #270022), MIDWESTERN FINANCIAL GROUP is subject to fiduciary duty under federal law.
MIDWESTERN FINANCIAL GROUP is headquartered in IOWA CITY, IA.
MIDWESTERN FINANCIAL GROUP serves 36 high-net-worth clients according to their SEC filing dated January 13, 2026. View client details ↓
According to their SEC Form ADV, MIDWESTERN FINANCIAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
MIDWESTERN FINANCIAL GROUP manages $139 million in client assets according to their SEC filing dated January 13, 2026.
According to their SEC Form ADV, MIDWESTERN FINANCIAL GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.85
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 483
Discretionary Accounts: 483
Regulatory Filings
CRD Number: 270022
Filing ID: 2039706
Last Filing Date: 2026-01-13 08:57:06