Midwest Associates

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

1441 29th St Ste 215, West Des Moines, I...

Phone Number

(515) 218-1907

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Midwest Associates

Midwest Associates is a financial services firm that specializes in retirement planning, estate planning, Medicare, insurance services, and tax planning. Led by President Sean R. Stevens, the company focuses on helping retirees and those nearing retirement make informed financial decisions to secure their future. They offer educational workshops and a comprehensive approach to financial planning, addressing clients' income needs, investment choices, and asset protection. Their mission is to provide high-quality care and guidance to ensure clients achieve their financial goals.Explore more
Midwest Associates's Social MediaPopular SearchesMidWest AssociatesMidwestAssociatesHomeStevens SeanStevensrseanMidwest Associates IRASIC Code 62,628NAICS Code 52,523Show more

Midwest Associates Org Chart

PhoneEmail
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Chief Executive Officer & Lead of Midwest Ass...

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Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Midwest Associates

<$5M
11-50
Private
-
1990
SS
Sean StevensCEO & Lead of Midwest Associates Advisor
<$5M
1-10
Private
-
-
IA
Isaac AnsleyManager, Operations
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2002
BC
Brian CannonChief Compliance Officer & Portfolio Manager & President
<$5M
1-10
Private
-
-
GP
Garry PakozdyPresident & CEO
<$5M
1-10
Private
-
-
JI
Jesus IslasInsurance Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Midwest Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Midwest Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Midwest Associates.

Midwest Associates Tech Stack

A closer look at the technologies used by Midwest Associates

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Frequently Asked Questions Regarding Midwest Associates

What is Midwest Associates's official website?
Midwest Associates's official website is www.midwestfinancialplan.com
What is Midwest Associates's Revenue?
Midwest Associates's revenue is <$5 Million
What is Midwest Associates's SIC code?
Midwest Associates's SIC: 62,628
What is Midwest Associates's NAICS code?
Midwest Associates's NAICS: 52,523
How many employees does Midwest Associates have?
Midwest Associates has 11-50 employees
What industry does Midwest Associates belong to?
Midwest Associates is in the industry of: Finance, Securities Trading
What is Midwest Associates competition?
Midwest Associates top competitors include: Chadmere Capital, Charter Financial Group, Freedom Advisor Group, Pacific Group Advisors
What technology does Midwest Associates use?
Some of the popular technologies that Midwest Associates uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Midwest Associates?
Midwest Associates contact info: Phone number: (515) 218-1907 Website: www.midwestfinancialplan.com
What does Midwest Associates do?

Midwest Associates is a financial services firm that specializes in retirement planning, estate planning, Medicare, insurance services, and tax planning. Led by President Sean R. Stevens, the company focuses on helping retirees and those nearing retirement make informed financial decisions to secure their future. They offer educational workshops an... d a comprehensive approach to financial planning, addressing clients' income needs, investment choices, and asset protection. Their mission is to provide high-quality care and guidance to ensure clients achieve their financial goals.Read More

What are Midwest Associates social media links?
Midwest Associates Linkedin page Midwest Associates Twitter page Midwest Associates Facebook page
Is Midwest Associates a public company?
Midwest Associates is private company therefore does not currently have an official ticker symbol
See more information about Midwest Associates

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