Midwest Financial Solutions

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

2010 Keokuk St, Iowa City, Iowa, 52240, ...

Phone Number

(800) 999-5035

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Midwest Financial Solutions

Modern Wealth Management specializes in providing comprehensive financial planning services, including investment management, tax planning, estate planning, and insurance. Their tailored offerings are designed to help clients achieve their retirement goals and enhance their financial confidence. The company serves a diverse clientele, including business owners and public safety personnel, by offering specialized retirement plan services and financial education. With a focus on creating coordinated, goal-driven financial plans, Modern Wealth Management aims to support clients in enjoying life today while preparing for a secure tomorrow.Explore more
Midwest Financial Solutions's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Midwest Financial Solutions Org Chart

PhoneEmail
MS
United States flag for contact location.

Vice President, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Midwest Financial Solutio...

<$5M
11-50
Private
-
2001
MS
Molly SobczakVice President, Operations
$5.1M
11-50
Private
-
2010
JD
Jason DallmannChief Compliance Officer
<$5M
1-10
Private
-
1985
JF
John FosdickPresident & CEO
<$5M
1-10
Private
-
2018
JS
Jessica ShifletVice President, Investment Services
Illustration of an envelope

Midwest Financial Solutions Tech Stack

A closer look at the technologies used by Midwest Financial Solutions

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Frequently Asked Questions Regarding Midwest Financial Solutions

What is Midwest Financial Solutions's official website?
Midwest Financial Solutions's official website is www.midwestfinancial.us
What is Midwest Financial Solutions's Revenue?
Midwest Financial Solutions's revenue is <$5 Million
What is Midwest Financial Solutions's SIC code?
Midwest Financial Solutions's SIC: 62,628
What is Midwest Financial Solutions's NAICS code?
Midwest Financial Solutions's NAICS: 52,523
How many employees does Midwest Financial Solutions have?
Midwest Financial Solutions has 11-50 employees
What industry does Midwest Financial Solutions belong to?
Midwest Financial Solutions is in the industry of: Finance, Insurance, Securities Trading
What is Midwest Financial Solutions competition?
Midwest Financial Solutions top competitors include: Best Invest, Sequential Wealth Management, WealthStar Advisors
What companies has Midwest Financial Solutions acquired?
Midwest Financial Solutions has acquired the companies: Wade Financial Advisory, Petso Financial Consultants, Kaye Capital Management, Flaharty Asset Management
What technology does Midwest Financial Solutions use?
Some of the popular technologies that Midwest Financial Solutions uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Midwest Financial Solutions?
Midwest Financial Solutions contact info: Phone number: (800) 999-5035 Website: www.midwestfinancial.us
What does Midwest Financial Solutions do?

Modern Wealth Management specializes in providing comprehensive financial planning services, including investment management, tax planning, estate planning, and insurance. Their tailored offerings are designed to help clients achieve their retirement goals and enhance their financial confidence. The company serves a diverse clientele, including bus... iness owners and public safety personnel, by offering specialized retirement plan services and financial education. With a focus on creating coordinated, goal-driven financial plans, Modern Wealth Management aims to support clients in enjoying life today while preparing for a secure tomorrow.Read More

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

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