Midwest Wealth Advisors  
investing Rogers mn
midwest financial advisors wealth
Our goal is simple; help hardworking people like you and your family to prepare, implement and manage every phase of your Pre & Post Retirement life, helping to ensure your “Golden Years” are just that, “Truly Golden”

Our Mission and Beliefs

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 doing what is right for each client, knowing fully that every client is unique and deserves personalized attention.

You can learn more about each of our advisors and staff by selecting their name to the right.



About Midwest Wealth Advisors

Our goal is simple; help hardworking people like you and your family to prepare, implement and manage every phase of your Pre & Post Retirement life, helping to ensure your “Golden Years” are just that, “Truly Golden”. We truly care about our clients and are dedicated to their financial success. Our 60+ years of specialized experience will aid in your pursuit of long- term success. Our team structure is focused on doing what suits each client, knowing fully that every client is unique and deserves personalized attention.

You didn’t build your retirement nest egg overnight, so get the attention, service and guidance you deserve. There is no one size fits all retirement strategy, so you should not settle until you feel your strategy completely addresses your retirement needs. Living too long, running out of money, unpredictable investment market swings shouldn’t ruin your retirement and keep you up at night. Know that we are not retiring the same time you are and we will be there when you need us most.

Midwest Wealth Advisors is headquartered in Rogers, Minnesota and here to help you enjoy your retirement. You receive objective advice from an independent firm (no big Wall Street bosses telling us how to help our clients). We strive to clearly understand your financial goals and objectives on a deeper level then you have ever experienced before. We dedicate ourselves to earning your trust and providing you with a lifetime of sound advice and world-class service..



Our Pledge to Clients

  1. All clients are unique, and will receive personalized, custom solutions.
  2. Clients deserve advice and or services focused on their unique situation.
  3. Managing risk of loss must be prudently balanced when considering the pursuit of maximum gain.
  4. Trust and Respect will be cherished and continually earned.
  5. Each client will receive a personalized strategy to efficiently work toward their specific goals.



Should You Consider Working With Us?

We are selective about the clients we work with, and expect them to remain committed to their long-term financial goals once the client relationship is established. Our clients' financial well being is our top priority. Generally the clients we seek will have at least $200,000 of investable assets, although some of our advisors may require higher amounts at their discretion. If you are looking for quality help with developing a strategy for your portfolio in a way that matches our expertise, please feel welcome to contact us at 763-428-0066

© 2018 Midwest Wealth Advisors. All Rights Reserved.

Our Team

Lawrence Tate, ChFC
Chief Investment Strategist and Financial Advisor

David Nordmeier, CFP®, CFS
Chief Financial Strategist and Financial Advisor

David Pederson, CLU
Financial Advisor

Karen L. Nesbit
Practice Manager
for David Nordmeier