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

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. Each client’s allocation is highly customized based on your return objectives, risk adversity, and tax status of your accounts and other factors. Investment Advisory accounts are monitored on an ongoing basis in an effort to remain aligned with each client’s investment objectives.

We firmly believe that investment returns should be measured for consistency and that developing a portfolio to weather market losses is crucial to long-term performance.

* A fiduciary is one who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.

Asset allocation is a method used to manage risk. It does not guarantee against loss. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.

© 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