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MIDWEST WEALTH MANAGEMENT INC.
MIDWEST WEALTH MANAGEMENT INC.
INDIANAPOLIS, Indiana
·
1 registered advisor
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CRD# 298787
SEC# 801-119267
0
317-288-4989
01
Firm Overview
AUM
$191M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MIDWEST WEALTH MANAGEMENT INC.
1 registered advisor
Gregory Taylor Shields
INDIANAPOLIS, Indiana
CRD# 3115350
05
Office Locations
INDIANAPOLIS, Indiana
1 advisor
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Data sourced from SEC Form ADV filings. MIDWEST WEALTH MANAGEMENT INC. (CRD# 298787) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.