This quarter, we’re pleased to introduce you to an Illinois-based independent broker/dealer and Registered Investment Advisory firm that is passionate about helping community-based financial institutions.
Meet Midwestern Securities.
They are a community-minded firm, owned and operated by financial professionals that understand the value that community banks and credit unions bring to their communities. Their team also appreciates the challenges community-based financial institutions face in attracting and retaining customers/members.
“ If you’re not offering what consumers need, there are a lot of competitors lined up to take some of that money and some of that relationship away from your institution, and from your community. It doesn’t have to be that way if you have a robust retail wealth management program.“ - Anne Schutt, VP of Business Development
Partnering with a firm like Midwestern Securities can help you meet the long-term financial needs of today’s consumer and enhance your institution’s value proposition, while potentially improving your financial performance and competitive position in the market. So, whether you have a thriving investment services/wealth management division or you are just starting on your journey to building new streams of non-interest income, Midwestern Securities can offer the expertise and personalized service that can help.
