James William Byrd

Employer firm

Midwest Asset Management, Inc. CRD 113282

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS

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

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

Current Employers

Employment History

• 04/1987 → Present
  Midwest Asset Management, Inc.
  Madison, WI

Previous Registrations

• 2002-12-13 → 2007-12-17
  U.S. Stock Enhancement Corporation
  Madison, WI
• 1999-01-14 → 2003-05-30
  Financial Tools, Inc.
  Madison, WI

Other Businesses

In March 2018 I started working about 24 hours per month (3 during trading hours) in the stocking department at a hardware store, Menards. I am still employed there as of June 2019, and the business is not investment related. Their address is: 430 Commerce Dr, Madison, WI 53719.

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-01-22