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Olivia Terry

Midwest Capital Advisors, LLC

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About Olivia Terry

Olivia Terry is an investment advisor representative with Midwest Capital Advisors, LLC. Olivia has been in the securities industry for over two years and has a Series 63, Series 65, and Series 6TO license. Olivia has previous experience with J.P. Morgan Securities LLC. Olivia is registered in Michigan and has a background in financial planning and portfolio management.

Firm Information

Olivia Terry 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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Olivia Terry’s Registration & Firm History

MI

12/22/2023 - Present

Midwest Capital Advisors, LLC (GRAND RAPIDS MI)

MI

07/23/2021 - 10/21/2023

J.P. MORGAN SECURITIES LLC (ADA MI)

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Licenses & Designations

IA

Issued 12/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Olivia Terry.
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