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Midwest Financial Associates, Inc.

● SEC registered since 2026CRD 158573SEC# 801-135945Rockford, IL
Export (members)
Reg. AUM
$123.9M
Employees
4
Accounts
632
Location
Rockford, IL

Midwest Financial Associates, Inc. assets under management

Midwest Financial Associates, Inc. is an investment advisory firm registered with the SEC based in Rockford, IL. The firm has been registered since 2026. It reports $123.9 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Midwest Financial Associates, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Cjt356 Trust ControlShareholderOver 75%2020
Timothy Francis Knauf ControlCco PresidentUnder 5%2001
Timothy Francis Knauf ControlTrusteeOver 75%2001

Frequently asked questions

How much does Midwest Financial Associates, Inc. manage?

Midwest Financial Associates, Inc. reports $123.9 million in regulatory assets under management on its Form ADV.

How many employees does Midwest Financial Associates, Inc. have?

Midwest Financial Associates, Inc. reports 4 employees.

Where is Midwest Financial Associates, Inc. located?

Midwest Financial Associates, Inc. is based in Rockford, IL and has been SEC-registered since 2026.

Does Midwest Financial Associates, Inc. disclose fund performance?

Midwest Financial Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4615 E State Street, Suite 102, Rockford, IL 61108
Phone(779) 210-2930
Fax(779) 210- 2942
Office hours7:00 a.m. - 3:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$123.9M
Non-discretionary$0
Total (RAUM)$123.9M