MIDWEST HERITAGE BANK, FSB

MIDWEST HERITAGE FINANCIAL ADVISORS
WEST DES MOINES, Iowa·1 registered advisor·CRD# 306308
SEC# 801-1190382515-246-8378
01

Firm Overview

AUM
$314M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MIDWEST HERITAGE BANK, FSB

1 registered advisor
Matthew Graham Watters
WEST DES MOINES, Iowa
05

Office Locations

WEST DES MOINES, Iowa
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MIDWEST HERITAGE BANK, FSB (CRD# 306308) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.