MIDWEST HERITAGE FINANCIAL ADVISORS

3580 Ep True Parkway
West Des Moines, Iowa 50265
Tel: 515-246-8378

About MIDWEST HERITAGE FINANCIAL ADVISORS

MIDWEST HERITAGE FINANCIAL ADVISORS, formally registered with the SEC as MIDWEST HERITAGE FINANCIAL ADVISORS. The firm was established in 07/10/2020. They have over 3 offices throughout the country.

MIDWEST HERITAGE FINANCIAL ADVISORS is a West Des Moines, Iowa based Financial Planning firm with nearly $314,203,732 assets under management, offering retirement planning & investment advisory services to 571 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306308
SEC#	801-119038
Assets Managed by Firm	$314,203,732
No. of Clients	571
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	571	$314,203,732
Individuals (other than high net worth individuals)	208	$66,384,626
High net worth individuals	94	$247,468,552
Corporations or other businesses	Fewer than 5 clients	$350,554

More Retirement Planning firms in West Des Moines, Iowa:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd. Fairfield, IA, 52556-8757	$87,368,733,496	448526	3312
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383

Explore More Retirement Advisors in West Des Moines, Iowa

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.