firm profile
Midwest Financial Associates, Inc.
Overview
Midwest Financial Associates, Inc. is an SEC registered investment adviser based in Rockford, IL, registered since 2011. It reports $124M in assets under management across 632 accounts, with 4 employees. It has 2 investment adviser representatives.
- Reported AUM
- $124M
- Discretionary
- 100%
- Accounts
- 632
- Average account
- $196K
- Employees
- 4
- Advisory reps
- 2
- Registered since
- 2011
- Jurisdictions
- 6
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Timothy Francis Knauf Chief Compliance Officer, President CRD 1902373
Advisory reps 2 of 2
- Timothy F Knauf Insurance Agent · Investment Adviser Rep CRD 1902373
- Benjamin Warren Murray Insurance Agent · Investment Adviser Rep CRD 854143
Location
- Headquarters
- 4615 E State St Ste 102
Rockford, IL 61108 - County
- Winnebago
- Metro area
- Rockford, IL
- Region
- Midwest
Registrations
- SEC registered
- Registered in 6 jurisdictions
Every state, with registration dates
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