MIDWESTERN FINANCIAL, LLC
Legal name: MIDWESTERN FINANCIAL GROUP
CRD #270022 SEC #801-132625 IOWA CITY, IA 319-499-1620
SEC Registered
Total AUM
$139.3M
Discretionary
$139.3M
Employees
3
Clients
101
Accounts
483
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, PATRICK, SHIHADY | I | MANAGING PARTNER & CCO | D | Control |
| CAMPBELL, PATRICK, SHIHADY | I | MANAGING PARTNER & CCO | D | Control |
| JAY, JOSEPH, DELBERT | I | MANAGING PARTNER | D | Control |
| JAY, JOSEPH, DELBERT | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
May 14, 2025 REGISTERED
Notice Filings (1)
IA
Address
103 E COLLEGE STREETSUITE 210
IOWA CITY, IA 52240
United States
Phone: 319-499-1620