Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningCharitable GivingInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
10,329 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.30%
$1.0M - $5.0M1.05%
$5.0M - $10.0M0.85%
$10M+0.55%

Fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

235 Everett St, East Peoria, IL, 61611

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Ahlden works as a financial advisor at The Frederick Community Bank since 2016, dedicating full-time hours. He also serves as Vice President/Loan Officer at the same bank, spending about half his time. Additionally, Ahlden is a committee member with financial responsibilities for Paxton Grand Old Flag, dedicating minimal time.

Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
November 2016 - Present · 9 yrs 3 mos
Midwestern Securities Trading Company, LLCBroker
August 2016 - Present · 9 yrs 6 mos
State Registrations3 states
ILINTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.