Midwestern Securities Trading Company,llc

Midwestern Securities Trading Company,llc (CRD# 101080) is a financial advisory firm headquartered in East Peoria, IL. They manage $1,263,009,756 in 8,452 accounts and serve the financial needs of clients across 37 states (or territories).

Current Firm Details
300 E Washington Street Suite 3, East Peoria, IL 61611
https://www.facebook.com/cbwealthpartners
By the Numbers
  • Total Assets Under Management
    1,263
    MILLION
  • Total Number of Accounts
    8,452
    ACCOUNTS
  • Average Account Value
    $149,433
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Midwestern Securities Trading Company,llc
Showing 21 - 30 of 38 top financial advisors.
21
Jeffrey Weber, financial advisor East Peoria IL
Jeffrey L. Weber
CRD#: 2709671
300 E Washington Street Suite 3, East Peoria, IL 61611

Jeffrey Weber (CRD# 2709671) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 27 years of experience in the finance industry.

22
Nathan White, financial advisor East Peoria IL
Nathan W. White
CRD#: 4384158
300 E Washington Street Suite 3, East Peoria, IL 61611

Nathan White (CRD# 4384158) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 23 years of experience in the finance industry.

23
Nikolas Adams, financial advisor East Peoria IL
Nikolas S. Adams
CRD#: 7266792
300 E Washington Street Suite 3, East Peoria, IL 61611

Nikolas Adams (CRD# 7266792) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 3 years of experience in the finance industry.

24
Eric Benes, financial advisor East Peoria IL
Eric P. Benes
CRD#: 7348193
300 E Washington Street Suite 3, East Peoria, IL 61611

Eric Benes (CRD# 7348193) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 2 years of experience in the finance industry.

25
Jonathon Case, financial advisor Clinton KY
Jonathon B. Case
CRD#: 7602260
220 E Clay Street, Clinton, KY 42031

Jonathon Case (CRD# 7602260) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Clinton, KY and has 1 year of experience in the finance industry.

26
Joshua Combs, financial advisor East Peoria IL
Joshua D. Combs
CRD#: 7545914
300 E Washington Street Suite 3, East Peoria, IL 61611

Joshua Combs (CRD# 7545914) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has 1 year of experience in the finance industry.

27
Michael Doublin, financial advisor East Peoria IL
Michael A. Doublin
CRD#: 6963911
300 E Washington Street Suite 3, East Peoria, IL 61611

Michael Doublin (CRD# 6963911) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 3 years of experience in the finance industry.

28
Michael Ennen, financial advisor Greenville IL
Michael D. Ennen
CRD#: 7331258
600 S Idler Lane, Greenville, IL 62246

Michael Ennen (CRD# 7331258) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Greenville, IL and has over 3 years of experience in the finance industry.

29
Sarah Gritzmacher, financial advisor East Peoria IL
Sarah A. Gritzmacher
CRD#: 7146530
300 E Washington Street Suite 3, East Peoria, IL 61611

Sarah Gritzmacher (CRD# 7146530) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has 1 year of experience in the finance industry.

30
Luke Harl, financial advisor East Peoria IL
Luke Harl
CRD#: 7189744
300 E Washington Street Suite 3, East Peoria, IL 61611

Luke Harl (CRD# 7189744) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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