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MIDWEST FINANCIAL ASSOCIATES, INC.

ROCKFORD, IL · CRD 158573 · IAPD ↗ · (779) 210-2930

$123.9MRegulatory AUM
1Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — MIDWEST FINANCIAL ASSOCIATES, INC. (ROCKFORD, IL) is newly SEC-registered with $123.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.