Midwestern Securities
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: Check the background of this financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org
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Verified contacts
33
available on Kipplo
LinkedIn employees
44
11 to 50 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
1
tools in use
Monthly traffic
60
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- MV
Monica Vinson
Service Coordinator · Operations
EmailPhone - AR
Andrew Reed
Information Security Officer · Information Technology
EmailPhone - ES
Erin Stalnaker
Compliance Associate · Finance & Accounting
EmailPhone - NL
Natalie Livingston
Marketing Consultant · Advertising & Marketing
EmailPhone - CT
Cassie Taraboletti
Chief Operations Officer · Operations
EmailPhone - JW
Jeffrey Weber
Chief Compliance Officer · Legal
EmailPhone - TM
Troy Martina
Chief Implementation Officer · General Business & Management
EmailPhone - AS
Anne Schutt
Vice President of Business Development · Sales & Business Development
EmailPhone - AV
Austin Vanlaningham
Operations Team Lead · Operations
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Midwestern Securities
25 distinct titles indexed · top 10 shown.
- 4service coordinator
- 3financial advisor
- 2financial consultant
- 2staff accountant
- 1account manager
- 1business development coordinator
- 1business development officer
- 1chief compliance officer
- 1chief implementation officer
- 1chief operations officer
- +15more titles
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