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”

Fee-Based Financial Planning - A Comprehensive Financial Blueprint

Our team of experienced advisors works with you to clearly define your goals, properly analyze your current financial assets, and then build an actionable long-term plan to help achieve a desirable outcome.

We also work closely with your existing tax and legal counsel with the common goal of supporting you.


Fees:
Depending on the complexity of your situation, the time involved and the level of on-going service you would like, fees can vary. Rest-assured, however, that all fees will be clearly communicated and agreed upon in advance. You will never receive an unexpected bill from us.


Midwest Wealth Advisors does not provide tax or legal advice. You should always consult a tax or legal professional for advice regarding your specific situation. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

© 2021 Midwest Wealth Advisors. All Rights Reserved.

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. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC's behalf, please contact Securian at 1-800-820-4205. 3090306/DOFU 2-2021 

! The Client Relationship Summary (or Form CRS) contains important information regarding products, services, and fees. Click here to learn more. 

Core Competencies

Fee-Based Investment Management
Portfolios designed to help minimize risk and to increase returns

Retirement Income Strategies
Creating a lifetime of stable income

Retirement Plans
401(k), 403(b), profit sharing, and SEP IRAs

Fee-Based Financial Planning
A comprehensive financial blueprint

Brokerage Services
Products and Services to meet a variety of needs