Join Midwestern Securities for our FREE CE eligible webinar on Roth Employer Contributions! We have partnered with the Continuing Education Center, Inc. to bring you this exciting opportunity. ? Potential to earn 1 hour of CE credit for CIMA?, CPWA?, CIMC?, RMA?, CFP?, and more! ?? Register today for this free 1-hour virtual session on Wednesday, March 26, 2025, from 12-1 PM CT: https://lnkd.in/gayD3Wpz #RothContributions #RetirementPlanning #CEWebinar #FinancialProfessionals #BrokerDealer
关于我们
Expect more attention, service, and success when you partner with Midwestern Securities. As an independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals, we are ideally suited to work with banks and credit unions. These institutions share our core values, and we fulfill their most pressing need: to grow their non-interest income and remain relevant in a changing world. To meet this need, we have developed several turn-key solutions that can help add enterprise value to your institution. For financial advisors looking for more opportunities for growth and independence, we provide the training and support to meet you where you are and help you take your business to the next level. We know there is a difference between banking with the giant regional and national banks and community financial institutions. That same difference is what makes our partners choose us over the huge broker/dealers that are publicly traded and owned by insurance companies or hedge funds. You can expect a culture of caring and a focus on doing what is best for your clients. Contact us today and experience the difference! Member FINRA/SIPC Third-party posts that appear on this social media site have not been reviewed or approved by Midwestern Securities or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Midwestern Securities or its advisers. Some third-party posts may be reviews or testimonials. Midwestern Securities does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. To learn more about the securities industry, visit the following websites: www.finra.org www.sipc.org Check the background of this financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org
- 网站
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https://www.midwesternsecurities.com
Midwestern Securities的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- East Peoria，IL
- 类型
- 私人持股
- 创立
- 1999
- 领域
- Investment Advisory Services、Investment Services Divisions in Community Financial Institutions、Insurance、Broker/dealer Services、Financial Planning、Securities、investing、wealth management和bank consulting
地点
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主要
获取路线
300 E. Washington St., Suite 3
PO Box 2528
US，IL，East Peoria，61611
Midwestern Securities员工
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Nathan White, CPFA, AIF?
Financial Advisor, Director of Retirement Plans, CFO
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Nathan Mayes
I'm a financial professional committed to helping individuals and families achieve their financial goals.
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Anna (Ying) King
Financial Consultant at Midwestern Securities Trading Company, LLC
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Michael Graham, CFP
President, Midwestern Securities Trading Company, LLC/ President, John Graham and Associates, Inc.
动态
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Happy birthday to our amazing employee, John Reynolds! On your special day, we want to say how grateful we are for everything you do for our partners and team! ???? #birthdayspotlight #midwesternsecurities #brokerdealer
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Future-Focused Financial Planning Programs for Financial Institutions
The team that shelters in place together, stays together! A bit rocky weather here in East Peoria, IL… sirens, wind and hail… oh my! Everyone is safe and we had some good team building time!!! And Josh demonstrated to everyone the tornado skills we learned in grade school!
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Midwestern Securities is lucky this St. Patrick's Day to have an amazing team!??What better way to celebrate than with green donuts? Here's to our incredible employees who bring their passion, dedication, and spirit to everything they do. #EmployeeAppreciation #StPatricksDay #BrokerDealer #MidwesternSecurities
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The team had a great time at the IBA ONE conference earlier this week. Anne was honored to present on Emotionally Intelligent Leadership in the historic Normal Theatre. Thank you IBA Bankers and Association members for being such incredible hosts and audience. If you want to learn more about the benefits of being an emotionally intelligent leader, reach out to our team at [email protected]. #IBA #theONEconference #leadership #brokerdealer #RIA
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Happy Pi Day! This year we opted for pizza pie to celebrate. What’s your favorite kind of pizza? #PiDay #3.14 #teambonding #pizzaparty #MidwesternSecurities #FirehousePizza
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Midwestern Securities is honored to partner with banking institutions to make a difference in each of their communities, but we also prioritize giving back to our own. Through our collective efforts with John Graham & Associates, we will contribute over $55,000 in 2025 to support and uplift our local community. Together, we are building a better future for the next generation. #CharitableGiving #CommunityCentered #PartnershipsThatMatter #GivingBack #BrokerDealer #CommunityBanking
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Happy birthday to our amazing employee, Hallie! On your special day, we want to say how grateful we are for everything you do for our partners and team! ???? #birthdayspotlight #midwesternsecurities #brokerdealer
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????Join Midwestern Securities for our FREE CE eligible webinar on Roth Employer Contributions! We have partnered with the Continuing Education Center, Inc. to bring you this exciting opportunity. ? Potential to earn 1 hour of CE credit for CIMA?, CPWA?, CIMC?, RMA?, CFP?, and more! ?? Course Overview: Plan participants may have a new ability to treat employer contributions as designated Roth contributions within 401(k), 403(b) or governmental 457(b) plans, in addition to their own deferrals. If the plan permits, participants may elect to treat their vested employer contributions as a designated Roth matching or nonelective contributions in the year the amounts are allocated to their accounts. This process offers a strategy to reduce future required minimum distributions and create additional tax-free Roth distributions. The course will overview the trade-offs and considerations when making decisions concerning designated Roth contribution opportunities. ?? Register today for this free 1-hour virtual session on Wednesday, March 26, 2025, from 12-1 PM CT: https://lnkd.in/gayD3Wpz #RothContributions #RetirementPlanning #CEWebinar #FinancialProfessionals #BrokerDealer ??View full CE Course Details: https://lnkd.in/gGMQ8GEs
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Happy International Women’s Day! Today, we honor the women in our lives—our clients, colleagues, friends, and family—and thank them for all they do to make the world better. We’re inspired by the strength, resilience, and determination of women everywhere, from historical pioneers like Muriel “Mickie” Siebert, the first woman to have a seat on the New York Stock Exchange, to Madeleine Albright, who shattered barriers as the first female U.S. Secretary of State and paved the way for women in government and economics. These women, among many others, have blazed a trail for future generations of women in finance and leadership. A huge shoutout to the hard-working women employees of Midwestern Securities! We wouldn't be here without you. #internationalwomensday #brokerdealer #womeninfinance #communitycentered
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