At Midwestern Securities Trading Company, we always have the best interest of our customers in mind. Every service we offer is designed to help our customers succeed. The back-office support that goes along with our services is what can propel our partners to new heights.
As an independent broker/dealer & RIA, we pride ourselves on providing personalized service that goes beyond what is expected. We like to get to know our partners on a first-name basis and can recognize their voices when they call.
Our highly educated back-office support personnel are dedicated to providing our financial institutions and representatives the outstanding service they deserve. Each financial advisor is assigned a Service Coordinator who is available to help them with any inquiry they have. From advisor onboarding to the ongoing assistance with client accounts, we are just a phone call away.
For financial advisors or institutions needing to transfer a book of business, our team is here to help you through our total transitions process and take the hard work off your hands. We do the heaving lifting so you can be in front of your clients growing your business.