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MIDWEST FINANCIAL PARTNERS

ST. CLOUD, MN · CRD 173790 · IAPD ↗ · mfpmn.com · 320-251-3752

$1.52BRegulatory AUM
9Advisory reps
30Employees
0Clients
0Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — MIDWEST FINANCIAL PARTNERS notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2025 — MIDWEST FINANCIAL PARTNERS notice-filed in IN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2025 — MIDWEST FINANCIAL PARTNERS grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
February 2024 — MIDWEST FINANCIAL PARTNERS notice-filed in GA, MI, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
February 2024 — MIDWEST FINANCIAL PARTNERS crossed $1B in regulatory AUM ($873.5M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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