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 Aug 17, 2026

Regulatory AUM

$1.52B

Above cohort median (national)

Discretionary AUM

$1.47B

Non-discretionary $42.3M

Clients

531

5,795 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.