AUMdb

Midwest Financial Network, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 302095 · SEC file 801-131367 · Tinley Park, IL · midwfinancial.com
☆ Save with Pro ADV data as of Feb 14, 2026
Regulatory AUM
$142M
Discretionary
$142M
Clients
218
Avg AUM / client
$651K
Accounts
537
Employees
2

AUM over time

$106M $142M
Sep 2024 Dec 2025

Annual snapshots from Form ADV filings · as of Feb 14, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 138 $43.6M 30.7%
High net worth individuals 80 $98.2M 69.2%
Pension and profit sharing plans Fewer than 5 clients $44.5K 0.03%
Other investment advisers Fewer than 5 clients $0
Corporations and other businesses Fewer than 5 clients $0

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Raymond Joseph Kozicki Partner/Chief Compliance Officer/Portfolio Manager/Managing Member Mar 2019 (7y) 50% – 75%
Ryan Edward Biniak Partner/Assistant Portfolio Manager/Operations Manager Mar 2019 (7y) 50% – 75%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/14/2026 974 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 14, 2026.

View current Form ADV (SEC/IAPD) ↗