CRD: 158573
Midwest Financial Associates, Inc.
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- Custodian
- Charles Schwab & Company · Prudential · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Unlock allAssets Under Management
| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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