# Midwest Financial Associates

Midwest Financial Associates is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 158573
- **SEC file number:** 801-135945
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158573

## About

MIDWEST FINANCIAL ASSOCIATES, INC. is an SEC-registered investment adviser in ROCKFORD, IL, registered since 2026. The firm manages approximately $124 million in regulatory assets. It has 4 employees and 1 investment adviser.

## Questions

### Who runs Midwest Financial Associates?

No principals are publicly named in SEC filings or media sources. The firm's leadership is not disclosed in available records.

### How large is Midwest Financial Associates?

The firm does not disclose assets under management in any public source. Its AUM is unknown.

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- [Grant Street Wealth Management](https://altss.com/profile/grant-street-wealth-management-ltd)
- [Schultz Retirement Income Solutions, Inc.](https://altss.com/profile/schultz-retirement-income-solutions-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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