Wealth Manager
    Manages Private Funds

    Midwest Financial Strategies

    Registered investment advisor · Watertown, South Dakota · CRD #327281

    Assets Under Management
    $39M
    Client Accounts
    261
    Employees
    2
    CRD Number
    327281
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Midwest Financial Strategies

    Midwest Financial Strategies is a registered investment advisory firm headquartered in Watertown, South Dakota, managing approximately $39M in regulatory assets across 261 client accounts. The firm's full regulatory record is filed with the SEC under CRD #327281.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Midwest Financial Strategies

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    Frequently Asked Questions

    What is Midwest Financial Strategies's AUM?

    Midwest Financial Strategies reports approximately $39M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Midwest Financial Strategies headquartered?

    Midwest Financial Strategies is headquartered in Watertown, South Dakota.

    What is Midwest Financial Strategies's CRD number?

    Midwest Financial Strategies's CRD number is 327281. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Midwest Financial Strategies manage?

    Midwest Financial Strategies manages approximately 261 client accounts according to its latest SEC filing.

    Is Midwest Financial Strategies SEC registered?

    Midwest Financial Strategies is registered as a STATE investment adviser.

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