Eric
Grant

Midwestern Securities Trading Company, LLC

CRD#6059634
Investment Advisor
in Galesburg, IL

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About this Advisor

Eric Grant is a financial advisor based out of Galesburg, Illinois, who has 5 years of relevant experience. Grant is on the advisory team at Midwestern Securities Trading Company, LLC. The advisor has gained experience at Country Financial, Midwestern Securities Trading Co. LLC and Midwest Bank. Grant has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Midwestern Securities Trading Company, LLC is a firm operating out of East Peoria, IL. The firm has offices in 56 locations and a total of 60 employees. It has $1 billion in total assets between its 7,479 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 7,479 accounts, just 1% are held by high-net-worth investors who have more than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically depend on which service is provided. Fees billed by Midwestern Securities Trading Company, LLC most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

2558 North Seminary Street
Galesburg, IL 61401

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Midwestern Securities Trading Company, LLC Brokerage Details

Total Assets Under Management

$1,012,593,887

IL Average: $6,674,516,078
Total Number of Employees

60

IL Average: 44
Total Number of Accounts

7,479

IL Average: 2,564
Average Account Size

$135,392

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Eric Grant Work History

Eric has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Midwestern Securities Trading Co. LLC

2017 - Present (7 years)

Midwest Bank

2012 - 2017 (5 years)

Country Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Grant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Midwestern Securities Trading Co.,LLC

Troy Martina
East Peoria, IL
Cody Hester
East Peoria, IL
Brady Huber
East Peoria, IL
Richard Halsten
Rock Falls, IL
Matthew Buetow
East Peoria, IL
Luke Harl
Wayne City, IL
Andrew Reed
East Peoria, IL
Eric Grant
Galesburg, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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