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- Custodian
- Broadridge · Interactive Brokers · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2019
- Office Locations
- 2
Office Locations
About Midwest Financial Network, LLC
Midwest Financial Network, LLC is a registered investment adviser focused on retirement planning for retirees, business owners, and entrepreneurs. The team builds custom, “stair-step” plans spanning financial planning, asset allocation and portfolio construction, plus tax, estate/legacy, charitable, and insurance planning. Portfolios primarily use public funds (mutual funds and ETFs) and can be implemented via Interactive Brokers. Offices in Illinois and Iowa.
Team overview
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Client Personas
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Investment Vehicles
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Owner & Executives
RYAN EDWARD BINIAK
ASSISTANT PORTFOLIO MANAGER, Managing Partner, OPERATIONS MANAGER, PARTNER
- CRD
- #6991666
- Ownership
- 50% but less than 75%
RAYMOND JOSEPH KOZICKI
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, PARTNER, PORTFOLIO MANAGER
- CRD
- #4990749
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,880,269 | $264,702 |
| Non-Discretionary | $44,468 | $44,468 |
| Total | $141,924,737 | $264,292 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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