MIDWEST HERITAGE BANK, FSB of WEST DES MOINES, IA is an SEC-registered investment adviser (CRD 306308). Regulatory assets under management: $398.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Matthew Graham Watters | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Casey Malloy | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| WATTERS MATTHEW GRAHAM | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |