Adviser Profile
| As of Date | 04/25/2026 |
| Registration status | Registration Changed to MIDWEST FINANCIAL ASSOCIATES, INC. |
| ADV Location | ROCKFORD, IL, United States |
| Contact Info | (77 xxxxxxx |
| AUM* | 123,922,245 24% |
| of that, discretionary | 123,922,245 24% |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 196,080 6% |
| % High Net Worth | 8.64% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds