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You may order your own checks through Deluxe. Midwest Heritage's "routing number" is 073902436.
As an investment assistant and compliance officer, I am proud to be part of Midwest Heritage and the Hy-Vee family. I am dedicated to delivering exceptional service to our clients and providing the back office support our financial planners need to perform their jobs effectively.
I seek to ensure that each client has an exceptional experience every time they interact with their advisor and as a Compliance Officer, I work alongside our Chief Compliance Officer in ensuring that we follow the rules set out by our regulators.
My dedication is to helping provide a well-run, compliant office that effectively provides the foundation for a positive and successful financial planning environment. I am excited to be part of this industry and take great pride in knowing that we are making a positive impact on our clients’ lives.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial planning and advisory services offered through Securities America Advisors, Inc. Midwest Heritage Financial Services and the Securities America companies are independent entities. * Not FDIC Insured * May Lose Value * No Bank Guarantee * Not a Deposit * Not Insured by any Government Agency
Compliance Officer, Investment Assistant
3580 EP True Pkwy, Suite 100
West Des Moines, IA 50265