Unclaimed Profile

Gregory Taylor Shields

MIDWEST WEALTH MANAGEMENT INC.·INDIANAPOLIS, Indiana

SIE, Series 7, Series 24, Series 63, Series 6625 years registeredMIDWEST WEALTH MANAGEMENT INC.

10475 CROSSPOINT BOULEVARD, INDIANAPOLIS, IN 46256CRD# 3115350Firm CRD# 298787

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Taylor Shields · INDIANAPOLIS, IN

Registration

CRD #3115350 · MIDWEST WEALTH MANAGEMENT INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MIDWEST WEALTH MANAGEMENT INC.

MIDWEST WEALTH MANAGEMENT INC.

Oct 2018 – Jul 2022

INDIANAPOLIS, IN

COMMONWEALTH FINANCIAL NETWORK

May 2011 – Nov 2018

INDIANPOLIS, IN

VSR ADVISORY SERVICES

May 2005 – May 2011

RICHMOND, IN

RAYMOND JAMES FINANCIAL SERVICES

Oct 2000 – May 2005

RICHMOND, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 11, 2000

Years registered · 25

Disclosure History

2012Customer Dispute·Settled

2008Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MIDWEST WEALTH MANAGEMENT INC.

CRD 298787 · SEC 801-119267

AUM

$191M

Regulatory assets under management

Employees

407 client accounts

Services offered by MIDWEST WEALTH MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MIDWEST WEALTH MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Gregory Taylor Shields offer?

Gregory Taylor Shields specializes in Financial Planning, Investment Management.

What are Gregory Taylor Shields's credentials?

Gregory Taylor Shields is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Taylor Shields located?

Gregory Taylor Shields is based in INDIANAPOLIS, Indiana, last registered with MIDWEST WEALTH MANAGEMENT INC..

How does Gregory Taylor Shields charge for services?

Gregory Taylor Shields's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIDWEST WEALTH MANAGEMENT INC.?

MIDWEST WEALTH MANAGEMENT INC. has approximately 6 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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