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 Investment Principles/Philosophies

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.

We firmly believe that managing risk is the only way investors can develop a long term investment strategy for growth and future income.


Diversification and asset allocation are methods used to manage risk. They do not guarantee against loss. Investments will fluctuate and when redeemed may be worth more or less than 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. 

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