CRD: 306308
Midwest Heritage Financial Advisors
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- Custodian
- Cetera · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-08-2019
- Office Locations
- 1
Office Locations
About Midwest Heritage Financial Advisors
Midwest Heritage Financial Advisors is an SEC-registered Iowa advisory firm providing investment management, retirement planning, financial planning, and insurance solutions for individuals and businesses. The team helps clients set goals and select appropriate products and pricing approaches. Securities are offered through Osaic Wealth, Inc., with online account access and regular market commentary for clients and prospects.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CASEY MALLOY
FINANCIAL PLANNER, VICE PRESIDENT
- CRD
- #6326461
- Ownership
- Less than 5%
MATTHEW GRAHAM WATTERS
Financial Advisors, President
- CRD
- #2669304
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LEVI CYPHERS
Financial Planner
- CRD
- #6479224
Mark Daniel Vance
--
- CRD
- #4516230
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $398,657,041 | $616,162 |
| Non-Discretionary | $0 | -- |
| Total | $398,657,041 | $616,162 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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