While just about everybody in our audience is familiar with the large broker dealers that serve the bank and credit union channels, there are other options that most are not familiar with. These options tend to be smaller boutique broker dealers that offer their own unique benefits and value propositions which could be very beneficial in many circumstances. In this episode we explore one of those options, Midwestern Securities, a boutique community-first broker dealer and RIA owned and operated by community bankers and financial professionals.
Our panelist for this episode are:
- Mike Graham, CFP®- President and CEO of Midwestern Securities
- Anne Schutt, CFP®- Vice President, Midwestern Securities
- Chris Gavin – CEO, Midwest Bank
- Luke Harl – Financial Advisor and Vice President of Asset Management, FNB Wealth Management at Fairfield National