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Nathan William White

MIDWESTERN SECURITIES TRADING COMPANY, LLC·EAST PEORIA, Illinois
SIE, Series 7, Series 14, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record25 years registeredMIDWESTERN SECURITIES TRADING COMPANY, LLC
235 EVERETT ST, EAST PEORIA, IL 61611CRD# 4384158Firm CRD# 101080

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan William White · EAST PEORIA, IL
Registration
CRD #4384158 · MIDWESTERN SECURITIES TRADING COMPANY, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 63
Series 65
Series 99TO
Registration record
First registered · April 23, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MIDWESTERN SECURITIES TRADING COMPANY, LLC
CRD 101080 · SEC 801-77948
AUM
$1.3B
Regulatory assets under management
Employees
79
8,452 client accounts
Services offered by MIDWESTERN SECURITIES TRADING COMPANY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Nathan William White offer?
Nathan William White specializes in Financial Planning, Investment Management. Contact their office in EAST PEORIA, Illinois for a consultation.
What are Nathan William White's credentials?
Nathan William White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan William White located?
Nathan William White is based in EAST PEORIA, Illinois, working with MIDWESTERN SECURITIES TRADING COMPANY, LLC. Their office serves clients in the EAST PEORIA metropolitan area and surrounding communities.
How does Nathan William White charge for services?
Nathan William White's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: a percentage of assets under 3rd party management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIDWESTERN SECURITIES TRADING COMPANY, LLC?
MIDWESTERN SECURITIES TRADING COMPANY, LLC has approximately 79 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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