MIDWEST FINANCIAL STRATEGIES

MIDWEST FINANCIAL STRATEGIES of WATERTOWN, SD is an SEC-registered investment adviser (CRD 327281). Regulatory assets under management: $39.4M.

Registration

• CRD: 327281
• Type: Registered investment adviser
• Location: 25 1ST AVE NW, WATERTOWN, SD, 57201
• Phone: 605-878-2030
• Latest filing: 2026-01-23
• Regulatory AUM: $39.4M
• Discretionary AUM: $39.4M
• Clients: 2
• Accounts: 261

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327281 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search