Midwest Wealth Advisors is independently owned and operated. Midwest Wealth Advisors is affiliated with North Star Resource Group. North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
CRI Securities, LLC. is affiliated with Securian, however Securian is not affiliated with North Star Resource Group. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC.
CRI Securities, LLC. is affiliated with Securian, however Securian is not affiliated with North Star Resource Group. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC.
Services
At the core of our firm is the belief that emotion free, quantifiable systems will help you, the investor, avoid poor decision making while simultaneously increasing their probability of success. We truly care about you and are dedicated to your financial success. We are completely focused on finding the right solutions for each client, knowing fully that every client is unique and deserves personalized attention.
We don't call our process a set of "meetings" because to us it's more than that. It's not a matter of selling you a product and sending you on your way. We are helping you prepare for a significant number of years. That is not something we take lightly. Your retirement income strategy takes time, effort, education, a lot of thought and open and honest communicaton.
We work with you to achieve sound, customizable solutions for your investing goals and future needs. We understand that everyone has different investment goals. It's our job to listen to you, ask the appropriate questions, and then work together to develop personalized solutions for your investments.
Midwest Wealth Advisors service new client accounts of $200,000 or greater in investable assets. We work with clients in a flexible, ethical, and transparent manner. Each investment account is uniquely tailored for each individual client. By adhering to a defined process we offer a consistent approach and employ sound recommendations.
Our Investment Advisory services are provided with a fiduciary* standard of care - the highest level of client care in the financial services field. We employ an investment management process designed to potentially minimize risk and increase returns. Our investment management services are unique, 100% transparent, and fee-only.
Reviews
Be the first to review Midwest Wealth Advisors.
Write a Review
