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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 12-15-2014
- Office Locations
- 3
Office Locations
About Midwest Financial Partners
Midwest Financial Partners (MFP) is a St. Cloud, MN advisory firm providing comprehensive financial planning and insurance-based risk management alongside portfolio construction and ongoing asset management. The team helps families and business owners navigate death/disability planning, education funding, retirement, and investment accumulation/distribution, using diversified allocations across mutual funds, index funds, and ETFs. Custody includes Pershing and Fidelity/NFS; workflows leverage Envestnet/Tamarac and Pontera.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DARRELL GLOMSKI
Chief Compliance Officer, Retirement Plan Advisor
- CRD
- #5662134
- Ownership
- Less than 5%
THOMAS DONALD ST HILAIRE
President
- CRD
- #4446701
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARK PHILIP BOYLE
Financial Advisor, General Partner
- CRD
- #6456667
Benjamin Jennings Crist
Paraplanner
- CRD
- #7838098
Value atlas
Meridian ridge timber
- CRD
- #99631
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,474,127,841 | $254,599 |
| Non-Discretionary | $42,343,172 | $8,468,634 |
| Total | $1,516,471,013 | $261,686 |
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Separately Managed Accounts
Total SMA Asset: $1,516,471,013
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,367,178,697 | 21.8% |
| Equity - Exchange | $1,561,594,016 | 24.9% |
| Cash | $1,454,979,164 | 23.2% |
| U.S. Government/Agency | $1,887,710,036 | 30.1% |
| Total | $6,271,461,913 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON RADIAL | OPTIMA WAVE | PAIEQZH3S | YFRX | 4.20% | $50,625,620 |
| VALUE VERTEX | SUMMIT WAVE | JGOEPUTVF | QMRC | 8.55% | $79,358,456 |
| ELEMENT CREST FUSION | OPTIMA SIGNAL | M7IOVUIMB | SJSEB | 8.12% | $23,811,457 |
| ELEMENT WAVE | CATALYST PEAK | TWIGWB9WO | ZPYD | 9.31% | $44,007,369 |
| BRIDGE VECTOR | LEGACY MERIDIAN | ZKVTB20WV | NOD | 5.25% | $54,022,119 |
| RADIAL FOCUS | PATHWAY QUANTUM | Y0AO23RL8 | PVMXF | 2.42% | $22,557,271 |
| ATLAS QUANTUM | ZENITH EMBER | 0236KDH6Q | KLZXV | 5.04% | $75,937,784 |
| ATLAS MOMENTUM | MERIDIAN MATRIX | PWK3DN3M3 | BVXLQ | 11.22% | $33,404,994 |