Midwest Financial Strategies

Overview

Midwest Financial Strategies is a state registered investment adviser based in Watertown, SD, registered since 2023. It reports $39.4M in assets under management across 261 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$39.4M

Discretionary

100%

Accounts

261

Average account

$151K

Employees

2

Advisory reps

1

Registered since

2023

Jurisdictions

3

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Lee Harold Rycraft Owner, Chief Executive Officer CRD 5770413
• David James Reichert Chief Compliance Officer CRD 5967692

Advisory reps 1 of 1

• Lee H Rycraft Insurance Agent · Investment Adviser Rep CRD 5770413

Location

Headquarters

25 1st Ave NW
Watertown, SD 57201

County

Codington

Metro area

Watertown, SD

Region

Midwest

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: midwestfinancialstrategies.com

Every state, with registration dates

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