Levi Cyphers

Employer firm

Midwest Heritage Financial Advisors CRD 306308

$399M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 06/2019
  Foresters Financial Services
  Overland Park, KS
• 06/2019 → 06/2021
  Cetera Investment Services Llc
  St Cloud, MN
• 11/2019 → 06/2021
  Cetera Investment Advisers Llc
  Overland Park, KS
• 06/2021 → 09/2022
  Legacy Capital Inc.
  Clifton, KS
• 09/2023 → 12/2023
  Cetera Investment Advisers Llc
  Overland Park, KS
• 09/2023 → 12/2023
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2022 → 07/2023
  Bridgeforth Llp
  Clifton, KS
• 12/2023 → 06/2024
  Securities America, Inc.
  West Des Moines, IA
• 12/2023 → Present
  Midwest Heritage Financial Advisors
  West Des Moines, IA
• 12/2023 → Present
  Midwest Heritage Financial Services
  West Des Moines, IA
• 06/2024 → Present
  Osaic Wealth, Inc.
  West Des Moines, IA

Previous Registrations

• 2023-09-07 → 2023-11-27
  Cetera Investment Advisers Llc
  Overland Park, KS
• 2021-09-09 → 2022-01-05
  Legacy Financial
  Clifton, KS
• 2019-11-25 → 2021-09-15
  Cetera Investment Advisers Llc
  Overland Park, KS

Other Businesses

MIDWEST HERITAGE - DBA CYPHERS BROTHERS ENTERPRISES POSITION: owner NATURE: Land holding company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2023 ADDRESS: 309 Parallel St, Clifton KS 66937 DESCRIPTION: Commercial lease to Tammy Barnes who runs cafe out of the building owned by cyphers brothers enterprises MIDWEST HERITAGE FINANCIAL ADVISORS POSITION: Financial Planner NATURE: MIDWEST HERITAGE FINANCIAL ADVISORS - INVESTMENT ADVISOR REPRESENTATIVE - INVESTMENT ADVISORYSERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/15/2023 ADDRESS: 3580 EP True Parkway, Des Moines IA 50265 DESCRIPTION: Fee-Based planning MIDWEST HERITAGE FINANCIAL SERVICES POSITION: Agent NATURE: Insurance Sells and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 12/15/2023 ADDRESS: 3580 EP True Parkway, Des Moines IA 50265 DESCRIPTION: Insurance sales and services SUNFLOWER INNN POSITION: owner NATURE: Hotel INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2023 ADDRESS: 102 Clifton St, Clifton, Clifton KS 66937 DESCRIPTION: small town hotel owned with my brother. HY-VEE FINANCIAL SERVICES POSITION: Agent NATURE: Insurance Sales and Service INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2023 ADDRESS: 3580 EP True Parkway, West Des Moines IA 50265 DESCRIPTION: Insurance sales and services

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-21
• S63 Uniform Securities Agent State Law Examination
  2016-02-19

Other Names

• Levi Louis Cyphers