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Midwest Financial Network, LLC CRD 302095
$142M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
17244 Oak Park Avenue, Tinley Park, IL 60477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-03-23 |
| IA | RA | APPROVED | 2019-08-16 |
| IL | RA | APPROVED | 2019-08-07 |
Branch Locations
17244 Oak Park Avenue, Tinley Park, IL 60477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Chicago | IL | 02/2009 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 03/2015 | 08/2017 |
| Evergreen Capital Management | Omaha | NE | 08/2017 | 06/2019 |
| Midwest Financial Network, Llc | Tinley Park | IL | 03/2019 | Present |
2009-Present: Insurance Agent/Insurance Related/Tinley Park, IL/Independent Insurance Agent/Provide insurance sales and services via unaffiliated issuers and agencies/Involves up to 20% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-22 |
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