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 Methodologies

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 dependable 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.

© 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