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 2 offices throughout the country.

MIDWEST HERITAGE FINANCIAL ADVISORS is a West Des Moines, Iowa based Financial Planning firm with nearly $223,047,510 assets under management, offering retirement planning & investment advisory services to 491 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306308
SEC#	801-119038
Assets Managed by Firm	$223,047,510
No. of Clients	491
No. of Advisors	2

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	491	$223,047,510
Individuals (other than high net worth individuals)	204	$66,941,542
High net worth individuals	71	$155,633,344
Corporations or other businesses	Fewer than 5 clients	$472,624

Inquire with MIDWEST HERITAGE FINANCIAL ADVISORS

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd. Fairfield, IA, 52556-8757	$82,427,818,654	461370	3352
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