Midwest Money Management

Midwest Money Management is a financial planner in Lakeville, MN, located at 5017 Kenyon Ave # 104. It holds a rating of 5.00 based on customer reviews.

Midwest Money Management Inc. is a full-service, fee-based financial planning firm located in Lakeville, Minnesota. They have been serving individuals and families in the greater Twin Cities area since 1999. The firm offers a wide range of financial products and services. Their approach to financial planning and investment management is based on nearly 20 years of industry experience. The mission is to provide clients with knowledge, tools, and confidence to feel comfortable financially today and prepared for tomorrow. The firm treats client finances with the same care and attention as their own friends and family.

The team includes Adam B. Hartung, CFP®, AIF®, who is the President and Founder and Senior Financial Advisor. He works with Corey to develop wealth management plans. Corey Schmiedeberg, FSS®, AIF®, CTS™, is the Vice President, Partner, and Senior Financial Advisor. He works with Adam to develop client wealth management plans. Kam Siemers, CFP®, is the Director of Operations and Financial Advisor. She works with Adam and Corey as a Financial Planner on the planning team. Madison Bredt, FPQP™, is the Project Manager and Service Team Lead. She serves as the Service Manager, handling phones, greeting clients, scheduling appointments, and processing paperwork. Sarah K. Hartung is the Director of Strategic Development.

The firm offers a Compatibility Consultation for potential clients. They provide a Client Portal for existing clients to sign into their personal wealth management system. Weekly Market Commentary is available via email. The contact number is 952-895-1055. The fax number is 952-895-1512. The email is [email protected]. The office is located at 17316 Kenyon Avenue Suite 104, Lakeville, MN 55044. The phone is 952-895-1055. The hours are Monday through Thursday from 8:00 AM to 5:00 PM. Friday hours are 8:00 AM to 4:00 PM. Saturday and Sunday hours are by appointment.

BizScoreAI gives Midwest Money Management a Discoverability score of 100 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. The firm also achieves a Content score of 100 out of 100, which measures whether the website carries substantial, relevant content, which search engines reward with better visibility.