RIA Intel›Advisers›Minnesota›MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.

MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.

Advisory

N·ST. CLOUD, MN

Data as of Feb 3, 2026 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
+14.8%
3-Year CAGR
+8.8%
Employees
9
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.5B
Non-Discretionary AUM$42M
Discretionary %97.2%
Total Clients1,309
Team
Total Employees9
Investment Advisers30
Employee Growth (1Y)—
Filing History
Total Filings on Record31
First FilingNov 24, 2014
Latest FilingFeb 3, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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