MIDWEST FINANCIAL PARTNERS

912 West Saint Germain Street
Suite #300
St. Cloud, Minnesota 56301
Tel: 320-251-3752

About MIDWEST FINANCIAL PARTNERS

MIDWEST FINANCIAL PARTNERS, formally registered with the SEC as MIDWEST FINANCIAL PARTNERS. The firm was established in 12/15/2014. They have over 1 offices throughout the country.

MIDWEST FINANCIAL PARTNERS is a St. Cloud, Minnesota based Financial Planning firm with nearly $1,263,584,127 assets under management, offering retirement planning & investment advisory services to 5421 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173790
SEC#	801-80667
Assets Managed by Firm	$1,263,584,127
No. of Clients	5421
No. of Advisors	28

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	5421	$1,263,584,127
Individuals (other than high net worth individuals)	904	$407,896,921
High net worth individuals	217	$638,696,208
Pension and profit sharing plans	144	$196,214,340
Charitable organizations	26	$16,838,526
Corporations or other businesses	18	$3,938,132

More Retirement Planning firms in St. Cloud, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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