This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$142MItem 5.F on the latest filing (2026-02-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$142M

Private client RAUM

$142MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$71.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

2Schedule D 1.F, beyond the principal office

Accounts

537

Individual clients

138

High net worth clients

80

SEC number

801-131367

CRD

302095

Filings on the tape

6

First filed

Sep 26, 2024

Latest filed

Feb 14, 2026

Organised

Limited Liability Company, IL

Website

midwfinancial.com

• Occurred

  Oct 1, 2025
  Advisor changed firm

  Jaime Rochelle Ragins left Midwest Financial Network, Llc for Gradient Advisors, Llc (registered 2025-11-17)

  Form ADVobserved 5 days ago
• Occurred

  Sep 26, 2024
  First Form ADV filing

  Midwest Financial Network, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:eeb80487-64b8-dd49-5971-9e464fdd352f

First observed

Sep 26, 2024

Last observed

Feb 14, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.