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Midwestern Financial, LLC

● SEC registered since 2025CRD 270022SEC# 801-132625Iowa City, IA
Export (members)
Reg. AUM
$139.3M
Employees
3
Accounts
483
Location
Iowa City, IA

Midwestern Financial, LLC assets under management

Midwestern Financial, LLC operates as an SEC-registered investment adviser based in Iowa City, IA. The firm has been registered since 2025. It reports $139.3 million in regulatory assets under management and employs 3 people.
www.facebook.com/midwesternfinancialView on SEC.gov ↗

Midwestern Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph Delbert Jay ControlManaging Partner50-75%2015
Patrick Shihady Campbell ControlManaging Partner & Cco50-75%2015

Frequently asked questions

How much does Midwestern Financial, LLC manage?

Midwestern Financial, LLC reports $139.3 million in regulatory assets under management on its Form ADV.

How many employees does Midwestern Financial, LLC have?

Midwestern Financial, LLC reports 3 employees.

Where is Midwestern Financial, LLC located?

Midwestern Financial, LLC is based in Iowa City, IA and has been SEC-registered since 2025.

Does Midwestern Financial, LLC disclose fund performance?

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

Contact & registration

Address103 E College Street, Suite 210, Iowa City, IA 52240
Phone319-499-1620
Office hours8 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$139.3M
Non-discretionary$0
Total (RAUM)$139.3M