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

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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
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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