MIDWESTERN FINANCIAL, LLC

MIDWESTERN FINANCIAL, LLC of IOWA CITY, IA is an SEC-registered investment adviser (CRD 270022). Regulatory assets under management: $172.8M.

Registration

• CRD: 270022
• SEC file number: 801-132625
• Type: Registered investment adviser
• Location: 103 E COLLEGE STREET, SUITE 210, IOWA CITY, IA, 52240
• Phone: 319-499-1620
• Latest filing: 2026-03-27
• Regulatory AUM: $172.8M
• Discretionary AUM: $172.8M
• Clients: 3
• Accounts: 548

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 270022 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search