Sarah
Gritzmacher

Midwestern Securities Trading Company, LLC

CRD#7146530
Investment Advisor
in East Peoria, IL

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About this Advisor

Sarah Gritzmacher is a financial advisor based in East Peoria, Illinois, working with Midwestern Securities Trading Company, LLC. Sarah has previously held positions at John Graham & Associates, Mstc, Osf, Tricoci University, and Heddington Oaks. Sarah has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Sarah is part of Midwestern Securities Trading Company, LLC, which operates out of East Peoria, Illinois. The firm has 71 offices and 79 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Midwestern Securities Trading Company, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

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

235 Everett St
East Peoria, IL 61611

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Midwestern Securities Trading Company, LLC Brokerage Details

Total Assets Under Management

$1,263,009,756

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

79

IL Average: 44
Total Number of Accounts

8,452

IL Average: 2,564
Average Account Size

$149,433

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

Sarah Gritzmacher Work History

2020 - Present (5 years)

John Graham & Associates

2019 - 2020 (1 year)

Mstc

2018 - 2019 (1 year)

Osf

2017 - 2017 (< 1 year)

Tricoci University

2014 - 2016 (2 years)

Heddington Oaks

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sarah Gritzmacher 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

Cody Leach
East Peoria, IL
Scott Fisher
East Peoria, IL
Joshua Janssen
East Peoria, IL
Sarah Gritzmacher
East Peoria, IL
Michael Vogt
East Peoria, IL
Ahlden Harms
East Peoria, IL
Josiah Springer
East Peoria, IL
Troy Martina
East Peoria, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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