Our Experience

Brian is a graduate of Iowa State University.

Jeremiah is a graduate of Bemidji State University.

 

Brian's educational background with 39 years of experience along with Jeremiah's educational background, and 12 years of experience gives them a strong foundation to manage the financial well-being of our clients.

While they understand that education creates knowledge, they also know that experience creates wisdom.  Some of the most important lessons we learn in life we learn from our own mistakes.  Over the last thirty plus years they have been able to gain valuable insight into the mistakes people make.  They want to give you the opportunity to learn from other people's mistakes so you can be better prepared to achieve what is important to you.

Midwest Financial provides financial planning and professional asset management services for clients from a "Net Perspective". In other words, we utilize state of the art software to track your goals and values to help you during your retirment by factoring in taxes and inflation along with Social Security claiming strategies.  They believe in a holistic approach and monitoring of these plans on a regular basis. 

 

Brian is a Registered Financial Consultant  RFC

There are over 80 designations conferred by universities, organizations and associations.  Some are indicative of having passed a few educational courses, others require little more than payment of an annual fee.  But most of the designations are designed to demonstrate an intellectual achievement and ongoing professional competence.

The International Association of Registered Financial Consultants is a non-profit professional organization that confers several designations, including that of Registered Financial Consultant - RFC.  Those eligible for the RFC designation must pass seven criteria: 

  • Education - courses thoroughly covering 6 major areas of personal finance
  • Examination - one or more examinations to test knowledge acquisition
  • Ethics - an Ethics Code standard and history of ethical conduct
  • Experience - a minimum of four years of professional experience
  • Business Conduct - an unblemished record of legal business conduct
  • Registrations - appropriate securities, investments and advisor registations
  • Continuing Education - forty units of professional education yearly

The IARFC places much greater emphasis on Continuing Education because it believes the field of personal finance is so complex, and has so many changes taking place every year, that a person offering to deliver personal financial planning and advice must undergo a significant amount of Continuing Education each year. 

To learn more about the RFC designation and more important, to check out the credentials of any person you are considering for a financial advisor, simply go to their website: IARFC

 

Jeremiah is an Accredited Investment Fiduciary  AIF

The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.

The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.

Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA.

At lease 6 hours of continuing educatioin is required to maintain this designation.

You can visit the website:  AIF