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MIDWEST FINANCIAL PARTNERS
Legal name: MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
CRD 173790File 801-80667
APPROVED
Retail clients
Custody
Filing as of Feb 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.52B
Above cohort median (national)
Discretionary AUM
$1.47B
Non-discretionary $42.3M
Clients
531
5,795 accounts
Employees
30
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 15, 2014
- Principal office
- 912 WEST SAINT GERMAIN STREET, SUITE #300, ST. CLOUD, MN, 56301
- Phone
- 320-251-3752
- Website
- HTTP://WWW.MFPMN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.52B
- Discretionary AUM
- $1.47B
- Non-discretionary AUM
- $42.3M
- Discretionary accounts
- 5,790
- Non-discretionary accounts
- 5
- Total accounts
- 5,795
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $4.5M |
| Charitable organizations | 16 | $17.2M |
| High net worth individuals | 326 | $1.01B |
| Pension and profit sharing plans | 64 | $12.9M |
| Individuals (other than high net worth individuals) | 112 | $473.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 28 | 30 | increased by2 |
| Mar 1, 2026 | Clients | 1,309 | 531 | decreased by778 |
| Mar 1, 2026 | AUM | $1,263,584,127 | $1,516,471,013 | increased by$252,886,886 |
| Mar 1, 2026 | Accounts | 5,421 | 5,795 | increased by374 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 28 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 969 | 1,309 | increased by340 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $982,742,633 | $1,263,584,127 | increased by$280,841,494 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,582 | 5,421 | increased by839 |
| Apr 1, 2022 | Employees | 17 | 24 | increased by7 |
| Apr 1, 2022 | Clients | 960 | 969 | increased by9 |
| Apr 1, 2022 | AUM | $779,112,515 | $982,742,633 | increased by$203,630,118 |
| Apr 1, 2022 | Accounts | 4,099 | 4,582 | increased by483 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MIDWEST FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MIDWEST FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.