Firm profile

MIDWEST FINANCIAL PARTNERS

ST. CLOUD, MNCRD 173790Latest ADV February 3, 2026

Midwest Financial Partners is an SEC registered investment adviser organized as a corporation with a primary office location in St. Cloud, MN.

Assets Under Management
$1.5B
Employees
30
Offices
--
Total Clients
531
Primary office
ST. CLOUD, MN
912 WEST SAINT GERMAIN STREET, SUITE #300, ST. CLOUD, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJohn D. Glomski

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 61.4% of total clients.
Top client categories% of clientsClients
1
HNWI
61.4%
326
2
Individuals
21.1%
112
3
Pension Plans
12.1%
64
4
Charitable
3.0%
16
5
Corporations
2.4%
13

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of February 3, 2026
Discretionary97.2%
$1.5B
97% of total RAUM97.2%
Non-discretionary2.8%
$42M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.5B
Total Accounts5,795
10Y AUM Change+$1.2B (+315.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees30
Clients per Employee18:1
10Y Employee Change+15 (+100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.