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Levi Cyphers

Investment Adviser Representative at Midwest Heritage Financial Advisors

West Des Moines, IACRD #6479224Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Levi Cyphers is an investment adviser representative with Midwest Heritage Financial Advisors in West Des Moines, IA, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Cetera Investment Advisers LLC and Legacy Financial. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Iowa.

Office

3580 Ep True Parkway
West Des Moines, IA 50265

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa
Broker:
1 state or territory

Iowa

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/21/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 2/19/2016
Series 7
General Securities Representative Examination
Passed 4/8/2021
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/31/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Midwest Heritage Financial AdvisorsCurrent
1/5/2024 – West Des Moines, IA
Cetera Investment Advisers LLC
9/7/2023 – 11/27/2023Overland Park, KS
Legacy Financial
9/9/2021 – 1/5/2022Clifton, KS
Cetera Investment Advisers LLC
11/25/2019 – 9/15/2021Overland Park, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Foresters Financial Services
    Apr 2016 – Jun 2019Overland Park, KS
  2. Cetera Investment Services LLC
    Jun 2019 – Jun 2021St Cloud, MN
  3. Cetera Investment Advisers LLC
    Nov 2019 – Jun 2021Overland Park, KS
  4. Legacy Capital Inc.
    Jun 2021 – Sep 2022Clifton, KS
  5. Cetera Investment Advisers LLC
    Sep 2023 – Dec 2023Overland Park, KS
  6. Cetera Investment Services LLC
    Sep 2023 – Dec 2023Saint Cloud, MN
  7. Bridgeforth LLP
    Aug 2022 – Jul 2023Clifton, KS
  8. Securities America, Inc.
    Dec 2023 – Jun 2024West Des Moines, IA
  9. Midwest Heritage Financial Advisors
    Dec 2023 – no end date reportedWest Des Moines, IA
  10. Midwest Heritage Financial Services
    Dec 2023 – no end date reportedWest Des Moines, IA
  11. Osaic Wealth, Inc.
    Jun 2024 – no end date reportedWest Des Moines, IA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Midwest Heritage Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Full-service advisory offerings including investments, financial planning, and insurance; also provides banking, lending, trust services, estate and probate, farm management, and insurance products.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
InvestmentsFinancial PlanningRetirement PlanningInsuranceBankingLendingTrust ServicesFarm ManagementEstate PlanningAg Financing

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
3
Main office:
West Des Moines, IA
Founded:
1930
SEC file number:
801-119038

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 2, 2026

View full firm profile

Other advisors at Midwest Heritage Financial Advisors

3 other advisors in the directory

View Midwest Heritage Financial Advisors firm profile

Similar advisors in West Des Moines, IA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Levi Cyphers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Levi Cyphers (Midwest Heritage Financial Advisors)