Wealth Management Midwest

Wealth Management Midwest Our goal is to provide objective financial services and advice along with excellent customer service. www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business on

ly with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We pause at mid-year to make sure our clients’ plans still align with their goals, their needs, and their families’ prio...
06/10/2026

We pause at mid-year to make sure our clients’ plans still align with their goals, their needs, and their families’ priorities.

Summer is the perfect time to make memories—and planning ahead helps keep those moments stress‑free. We encourage our cl...
06/03/2026

Summer is the perfect time to make memories—and planning ahead helps keep those moments stress‑free. We encourage our clients to build a simple travel budget that reflects their goals, their priorities, and their families.
A few quick tips: set a realistic spending plan, prioritize what matters most, and add a small buffer for the unexpected. Enjoy today’s adventures while staying on track for tomorrow—because your goals are always our focus.

Cheers to a big milestone! 🎉 Ali Kari our Client Services Manager has officially passed the Securities Industry Essentia...
05/29/2026

Cheers to a big milestone! 🎉 Ali Kari our Client Services Manager has officially passed the Securities Industry Essentials (SIE) exam—proof that hard work and commitment truly pay off. We’re proud to celebrate this achievement and excited for the next exams ahead! 👏📚

Today we honor and remember. We’re grateful for the freedoms that allow our clients and their families to pursue meaning...
05/25/2026

Today we honor and remember. We’re grateful for the freedoms that allow our clients and their families to pursue meaningful futures. Our office and markets are closed in observance of the holiday.

Happy Birthday to Chad Olson — my right-hand partner and a tremendous part of the success of Wealth Management Midwest f...
05/22/2026

Happy Birthday to Chad Olson — my right-hand partner and a tremendous part of the success of Wealth Management Midwest for more than 30 years. Chad’s judgment, investment experience, steady leadership, and common sense have made an impact on our clients, our business, and everyone fortunate enough to work alongside him. Beyond the professional success, Chad is simply a first-class person and a truly special individual.
Wishing you a wonderful birthday and many more great years ahead, Chad!

- Dave

We’re celebrating the family members who support us beyond the office. 🐶🐱🐟 This International Pet Month, we’re grateful ...
05/20/2026

We’re celebrating the family members who support us beyond the office. 🐶🐱🐟 This International Pet Month, we’re grateful for the companions who make our houses feel like home.

Life changes fast—your plan should evolve with it. We regularly review financial roadmaps to make sure our clients’ goal...
05/18/2026

Life changes fast—your plan should evolve with it. We regularly review financial roadmaps to make sure our clients’ goals stay front and center.

Happy Minnesota Day! Proud to serve families right here in the state we call home—your goals, your values, your roots ma...
05/11/2026

Happy Minnesota Day! Proud to serve families right here in the state we call home—your goals, your values, your roots matter to us.

Every financial journey begins with a purpose. For our clients—their goals guide our strategies, their needs shape our r...
04/27/2026

Every financial journey begins with a purpose. For our clients—their goals guide our strategies, their needs shape our recommendations, and their future is always our focus.

What an incredible night at Taste of the Lakes! 🍽️ From sweet treats to savory favorites, the variety of food was amazin...
04/24/2026

What an incredible night at Taste of the Lakes! 🍽️ From sweet treats to savory favorites, the variety of food was amazing and showcased the best Forest Lake has to offer. Even better—every bite helped support the important work of Lakes Center for Youth and Families, making a real difference for local youth and families.

Address

20 Lake Street North, Suite 310
Forest Lake, MN
55025

Opening Hours

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

Telephone

+16514642664

Website

,

Alerts

Be the first to know and let us send you an email when Wealth Management Midwest posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wealth Management Midwest:

Shortcuts

Share

Category