Midwest Wealth Management

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

10475 Crosspoint Blvd Ste 115, Indianapo...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Midwest Wealth Management

Indianapolis-based Midwest Wealth Management weve abolished the high fees, pretentious attitudes and cookie-cutter investment advice to support busy, successful people who need personalized guidance. Our 5-stage process, THE WEALTH GUIDE starts with listening to you about where you want to go and provides the advice, resources, and active investment management to help you get there. If you think you dont have enough to need a financial plan or an advisor, you might be surprised. We work best with successful professionals who know something is keeping them from saving enough and who feel they arent maximizing what theyve already saved. Do You Have the Right Mindset? Take our quick online quiz to see if you would benefit from our help.Explore more
Midwest Wealth Management's Social MediaPopular SearchesMidwest Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Midwest Wealth Management Org Chart

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Gregory Shields, President at Midwest Wealth Management

President

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PB

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Midwest Wealth Management

<$5M
1-10
Private
-
2005
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Midwest Wealth Management Tech Stack

A closer look at the technologies used by Midwest Wealth Management

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Frequently Asked Questions Regarding Midwest Wealth Management

What is Midwest Wealth Management's official website?
Midwest Wealth Management's official website is www.midwest-wealth.com
What is Midwest Wealth Management's Revenue?
Midwest Wealth Management's revenue is <$5 Million
What is Midwest Wealth Management's SIC code?
Midwest Wealth Management's SIC: 62,628
What is Midwest Wealth Management's NAICS code?
Midwest Wealth Management's NAICS: 52,523
How many employees does Midwest Wealth Management have?
Midwest Wealth Management has 1-10 employees
What industry does Midwest Wealth Management belong to?
Midwest Wealth Management is in the industry of: Finance, Securities Trading
What is Midwest Wealth Management competition?
Midwest Wealth Management top competitors include: Reynolds Wealth Management, Goodrich and Associates, Stockade Wealth Management, Hudson Valley Wealth Management
What companies has Midwest Wealth Management acquired?
Midwest Wealth Management has acquired the companies: Larson Financial Group, LionsGate Advisors, Midwest Wealth Management, T A Ohlms
What technology does Midwest Wealth Management use?
Some of the popular technologies that Midwest Wealth Management uses are: Microsoft 365, HostMonster, GoDaddy DNS, GlobalSign
What does Midwest Wealth Management do?

Indianapolis-based Midwest Wealth Management weve abolished the high fees, pretentious attitudes and cookie-cutter investment advice to support busy, successful people who need personalized guidance. Our 5-stage process, THE WEALTH GUIDE starts with listening to you about where you want to go and provides the advice, resources, and active investmen... t management to help you get there. If you think you dont have enough to need a financial plan or an advisor, you might be surprised. We work best with successful professionals who know something is keeping them from saving enough and who feel they arent maximizing what theyve already saved. Do You Have the Right Mindset? Take our quick online quiz to see if you would benefit from our help.Read More

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

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