Midwest Financial Management, LLC
Midwest Financial Management, LLC (CRD# 315738) is a financial advisory firm headquartered in , . They manage $2,627,354 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Midwest Financial Management, LLC
By the Numbers
-
Total Assets Under Management3MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$145,964
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK
Financial Advisors at Midwest Financial Management, LLC
1
Robert West (CRD# 6274861) is an Investment Advisor Representative working at Edward Jones in Catoosa, OK and has over 12 years of experience in the finance industry.
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