MIDWEST HERITAGE BANK, FSB
Legal name: MIDWEST HERITAGE FINANCIAL ADVISORS
CRD #306308 SEC #801-119038 WEST DES MOINES, IA 515-246-8378
SEC Registered
Total AUM
$398.7M
Discretionary
$398.7M
Employees
6
Clients
1
Accounts
647
Firm Details
- Organization Type
- Other (specify) (SID NATIONAL BANK)
- State of Formation
- Iowa
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATTERS, MATTHEW, GRAHAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
| MIDWEST HERITAGE BANK, FSB | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
| HY-VEE FOOD STORES, INC. | DE | MIDWEST HERITAGE BANK, FSB | E | Control |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (9)
FL IA IL KS MN MO NE SD TX
Address
3580 EP TRUE PARKWAYWEST DES MOINES, IA 50265
United States
Phone: 515-246-8378