CRD: 158573
Midwest Financial Associates, Inc.
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- Custodian
- Charles Schwab & Company · Prudential · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-07-2011
- Office Locations
- 1
Office Locations
About Midwest Financial Associates, Inc.
Midwest Financial Associates, Inc. is a retirement-focused planning firm led by CEO Sean R. Stevens, helping retirees and soon-to-be retirees build comprehensive retirement income plans. The team pairs investment selection with tax and Social Security coordination, risk management, and insurance-based planning, and also hosts educational workshops for prospective clients. Portfolios commonly use ETFs and mutual funds alongside investment-grade fixed income; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 301 clients, or 301 clients per representative. That equates to $411.7K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
TIMOTHY FRANCIS KNAUF
Chief Compliance Officer
- CRD
- #1902373
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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BENJAMIN W MURRAY
Financial Advisor
- CRD
- #854143
Showing 1 of 2 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,922,245 | $196,080 |
| Non-Discretionary | $0 | -- |
| Total | $123,922,245 | $196,080 |
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Separately Managed Accounts
SMA allocation detail is available
Midwest Financial Associates, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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