Midwest Financial Planners Inc (Greenfield)

Name: Midwest Financial Planners Inc
Address: 4811 South 76 Street, Greenfield, WI, 53220
Telephone: 414-282-7510

Midwest Financial Planners Inc is a large advisory firm based in Greenfield. It manages $28.1 million of regulatory assets for 462 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Texas and Wisconsin.

Midwest Financial Planners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Midwest Financial Planners: assets under management

The assets under management (AUM) of Midwest Financial Planners Inc is $28.1 million. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.7 million in discretionary accounts and $2.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $72.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $22.64 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Midwest Financial Planners Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Midwest Financial Planners Inc

John Bernard Czajkowski has been acting as President since 1 Oct 1992. Debra Lynn Czajkowki joined the executive team most recently as the Secretary & Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Bernard Czajkowski	President	1 Oct 1992	50% - 75%	1360764
Debra Lynn Czajkowki	Secretary & treasurer	1 Oct 1992	50% - 75%	3205335

Based in Greenfield

The principal office where Midwest Financial Planners Inc performs its advisory services is located at 4811 South 76 Street, Greenfield, WI 53220, which is also the mailing address of the firm. An additional office of the firm is in Mequon, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-282-7510 or by fax 414-282-7560. The normal business hours are 8:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at midwestfinancialplanners.cjb.net.