Midwest Financial Strategies
Midwest Financial Strategies (CRD# 327281) is a financial advisory firm headquartered in Watertown, SD. They serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MN, SD, TX
Lee began his career in the financial services business in 2010, and he believes a strong plan is the foundation of a successful retirement. He is a small-town guy who believes in the importance of relationships and trust. He gets to know his clients well, and they get to know him. Together he helps them plan a very personalized approach to work towards their specific goals. Lee prides himself in providing his clients financial advice with integrity and a customized financial strategy. He receives great satisfaction in watching his clients work towards their goals and work towards retirement.