Midwest Financial Partners
St. Cloud, MN·SEC-registered · CRD #173790
Midwest Financial Partners is an SEC-registered investment advisory firm in St. Cloud, MN managing $1.5B across 5.8k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
5.8k
Advisory staff
9
Fee model
Fee-based
How Midwest Financial Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Midwest Financial Partners
How much does Midwest Financial Partners manage?
Per its most recent SEC Form ADV filing (02/03/2026), Midwest Financial Partners reports $1.5B in regulatory assets under management across roughly 5.8k client accounts.
How does Midwest Financial Partners charge?
Midwest Financial Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Midwest Financial Partners a fiduciary?
Yes. Midwest Financial Partners is registered with the U.S. Securities and Exchange Commission (CRD #173790), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Midwest Financial Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Midwest Financial Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in St. Cloud, MN
Profile compiled from Midwest Financial Partners's public SEC Form ADV filing (CRD #173790, filed 02/03/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Midwest Financial Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Midwest Financial Partners? Claim this profile.