Midwestern Securities

Midwestern Securities Midwestern Securities helps banking institutions grow their revenue by increasing non-interest income. Our goals are five-fold. Member FINRA/SIPC.

At Midwestern Securities, we know how hard it is for financial advisors like you to find the quality and service you deserve in a securities broker/dealer. Our company was founded in 1999 to set the bar higher when it comes to brokering securities for your customers. Service to our financial advisors and financial institutions,
Integrity in our operations and actions,
Accountability to the industr

y and our clients,
Excellence in everything we do, and
Compliance with regulations. Our unique GROW & PROTECT WITH MSTC™ program makes it easy for our bank partners to GROW their non-interest income while PROTECTING their customers or members from taking their dollars elsewhere. We are an independent, fully disclosed, introducing broker/dealer specializing in providing turnkey investment services divisions to community-minded financial institutions. Our focus is on growing a new non-interest revenue stream for the institution through the investment services division - or turning an underperforming investment services division around - and protecting the institution from customer attrition by helping it become a true full-service financial solutions provider. Securities are: not federally insured; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC. Third-party posts that appear on this social media site have not been reviewed or approved by Midwestern Securities or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Midwestern Securities or its advisers. Some third-party posts may be reviews or testimonials. Midwestern Securities does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. Information provided by Registered Representatives of Midwestern Securities Trading Company, LLC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations. To learn more about the securities industry, visit the following industry websites:
www.finra.org
www.sipc.org

Check the background of this financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org/


This communication is strictly intended for individuals residing in the United States.

06/02/2026

Why Community Banks Are Competing with Other Banks Inside Their Own Walls

Community banks aren’t just competing externally anymore — they may be bringing competition inside their own walls. When wealth management partners also operate banks, it changes the dynamic completely. This clip breaks down why data, marketing systems, and accountability are now essential for retaining relationships and keeping clients engaged across all financial services.

Nick Baldwin is celebrating his 1st work anniversary at Midwestern Securities! 🎉📆As a Service Associate, Nick plays a ke...
06/02/2026

Nick Baldwin is celebrating his 1st work anniversary at Midwestern Securities! 🎉📆

As a Service Associate, Nick plays a key role in supporting the operations team by ensuring daily service requests are handled efficiently and accurately. His strong work ethic and proactive mindset help keep advisors focused on delivering top-tier service to clients.

Nick, thank you for all you do!

Jim Motteler is celebrating his ninth work anniversary at Midwestern Securities! 🎉As Vice President of Relationship Mana...
06/02/2026

Jim Motteler is celebrating his ninth work anniversary at Midwestern Securities! 🎉

As Vice President of Relationship Management, Jim is focused on building new and fostering current partnerships with community banks and credit unions. He is committed to helping institutions realize the potential that comes with creating recurring revenue through a turnkey investment services division with Midwestern Securities.

We're so glad to have you on the team, Jim!

Wishing Aidan Graham and Hank Harms a happy birthday! We’re grateful to have each of you on our team! 🎂🎉June 15 - Aidan ...
06/01/2026

Wishing Aidan Graham and Hank Harms a happy birthday! We’re grateful to have each of you on our team! 🎂

🎉June 15 - Aidan Graham
🎉June 25 - Hank Harms

Our team at Midwestern Securities recently prepared tacos, beans, and salad to serve at the Ronald McDonald House Charit...
05/29/2026

Our team at Midwestern Securities recently prepared tacos, beans, and salad to serve at the Ronald McDonald House Charities of Central Illinois, a facility that provides a supportive, welcoming environment for families with ill children receiving medical care nearby.

This dinner was made possible through contributions collected during our optional “Jean Day,” which allows employees to donate in exchange for wearing jeans on designated Fridays. We were grateful for the opportunity to prepare a meal for these families.

Hallie is celebrating her eighth work anniversary at Midwestern Securities! 🎉As Graphic Design Specialist, Hallie works ...
05/29/2026

Hallie is celebrating her eighth work anniversary at Midwestern Securities! 🎉

As Graphic Design Specialist, Hallie works with the rest of the Marketing team to help our network of financial advisors market their own businesses through Lighthouse Financial Institution Marketing Solutions. She assists advisors in developing a unique and effective brand to differentiate their business and communicate their value to their prospective client base.

We're so glad to have you on the team, Hallie!

Lillian Maiella is celebrating her 1st work anniversary at Midwestern Securities! 🎉📆As Business Development Coordinator,...
05/27/2026

Lillian Maiella is celebrating her 1st work anniversary at Midwestern Securities! 🎉📆

As Business Development Coordinator, Lillian Maiella supports the business development team through a variety of administrative tasks which combine her past experience and education to serve the team.

Lillian, thank you for all you do!

In honor of Memorial Day, our office will be closed today, May 25, as we pause to remember and honor those who have serv...
05/25/2026

In honor of Memorial Day, our office will be closed today, May 25, as we pause to remember and honor those who have served and sacrificed for our country.

We will resume business hours on Tuesday, May 26, 2026.

We’re honored to share that Midwestern Securities’ podcast, Banking On Growth, has been ranked  #18 on Million Podcasts’...
05/22/2026

We’re honored to share that Midwestern Securities’ podcast, Banking On Growth, has been ranked #18 on Million Podcasts’ list of the 50 Best Banking Podcasts! 🎉🔊

Check out the full list here: https://www.millionpodcasts.com/banking-podcasts/ and stream Banking on Growth on your favorite streaming platforms.

Thank you to our listeners, guests, and partners for your continued support. Your engagement and insights help drive meaningful conversations that make an impact in our industry.

🎙️: https://midwesternsecurities.com/podcast/

05/21/2026

Community banks are sitting on massive amounts of data, but most of it goes unused. KlariVis changes that by turning complex data from core and ancillary systems into clear, actionable insights bankers can use every day. Instead of chasing reports, leaders get instant visibility into what matters, helping them make faster decisions and better serve their customers.

Address

235 Everett Street
East Peoria, IL
61611

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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