# Midwest Heritage Financial Advisors
Source: https://planprovider.pro/provider/midwest-heritage-financial-advisors

> Tied to a Hy-Vee subsidiary bank, Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank and works with both indivi…

Retirement Plan Advisor

West Des Moines, IA

## About Midwest Heritage Financial Advisors

<p>Tied to a Hy-Vee subsidiary bank, Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank and works with both individuals and businesses on investment management and retirement planning.</p>

<p>Headquartered in West Des Moines in the Des Moines metro, the firm also has offices in Grimes, Chariton, and Overland Park in the Kansas City area, with services available nationwide. Midwest Heritage Financial Advisors reports $0.4B in assets under management (2026).</p>

<p>As a registered investment advisor (CRD #306308), the team provides fiduciary guidance and can act as a 3(21) co-fiduciary for employer-sponsored retirement plans. The bank affiliation is a practical differentiator for sponsors who want retirement plan advice coordinated with everyday banking and cash management.</p>

<p>Midwest Heritage Financial Advisors works as part of the broader network of <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a> supporting plan sponsors.</p>

<ul>
<li>Investment advisory services through Midwest Heritage Bank’s advisory division</li>
<li>Retirement planning for individuals and businesses</li>
<li>3(21) fiduciary support for retirement plan sponsors</li>
<li>Offices in Iowa and the Kansas City metro, with nationwide availability</li>
</ul>

Website: [https://www.midwestheritage.com/investments/](https://www.midwestheritage.com/investments/)

## Office Locations

- Chariton, IA

- Overland Park, KS

- West Des Moines, IA (Headquarters)

- Grimes, IA

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $398.7M

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- [Intellicents, Inc.](https://planprovider.pro/provider/intellicents-inc) - Albert Lea, MN

- [Valiant Wealth, LLC](https://planprovider.pro/provider/valiant-wealth-llc) - West Des Moines, IA

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