MIDWEST FINANCIAL NETWORK, LLC
SEC RegisteredRetirement Planning Without The Pressure
About the firm
Midwest Financial Network, LLC is an SEC-registered investment adviser with offices in Tinley Park, IL, West Des Moines, IA, and Davenport, IA. The firm offers retirement planning and wealth management services, using a proprietary stair step financial process to help clients build custom retirement strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, retirement income strategies, wealth management, and holistic educational workshops; services include discovery meetings, financial situation evaluation, and custom retirement strategy development
Who they serve
Individuals seeking retirement planning strategies for themselves and their loved ones, for generations to come
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 138 | $44M |
| High Net Worth Individuals | 80 | $98M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.25% |
| $1,000,001 - $2,000,000 | 1.05% |
| $2,000,001 - $5,000,000 | 0.85% |
| $5,000,001 and above | 0.68% |
Data as of February 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MIDWEST FINANCIAL NETWORK, LLC 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 the SEC or FINRA websites before making any decision.