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Kristen Seeley Schukow

Midwest Capital Advisors, LLC

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About Kristen Seeley Schukow

Kristen Seeley Schukow is a Registered Representative and Investment Advisor Representative with Midwest Capital Advisors, LLC. Kristen has been in the securities industry since 2023 and holds the Series 66, Series 7TO, and SIE licenses. Kristen specializes in providing financial planning, portfolio management for individuals and businesses, and retirement plan consulting. She has experience working with a variety of clients, including individuals, families, businesses, and institutions. Kristen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Kristen Schukow is currently registered with Midwest Capital Advisors, LLC. Midwest Capital Advisors, LLC is a Grand Rapids, MI-based investment advisor with over $947 million in regulatory assets under management. The firm provides financial planning, portfolio management, and retirement plan consulting services to individuals, businesses, pension plans, and charitable organizations. They have a team of 7 investment advisor representatives.
Midwest Capital Advisors, LLC

630 KENMOOR AVE. SE

GRAND RAPIDS, MI 49546

$947.30M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting

Retirement plan consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees

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Kristen Schukow’s Registration & Firm History

MI

09/26/2024 - Present

Midwest Capital Advisors, LLC (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 10/09/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristen Seeley Schukow.
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