Shane
Myas

Midwest Capital Advisors, LLC

CRD#6645725
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Shane Myas is a financial advisor who works out of Grand Rapids, Michigan. Myas is an advisor for Midwest Capital Advisors, LLC. Throughout their career, they have worked at Edward Jones, Fifth Third Bank, Adecco Staffing, Meijer Inc, Axa Advisors, LLC, Principal Life Insurance Company, Principal Securities Inc, Cwm, Dba Carson Partners - Crd # 155344, Stonebridge Financial Partners, LLC, Cetera Advisor Networks LLC and Midwest Capital Advisors, LLC. Myas maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Michigan. Midwest Capital Advisors, LLC is a registered investment business headquartered in Grand Rapids, MI. It administers $767 million in assets under management between its 780 client accounts, making it one of the larger firms in the country by assets under management. The firm advises five charitable organizations. Of its 780 accounts, 24% are associated with high-net-worth investors who have at least $1 million in investable assets. Midwest Capital Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Fees for financial management largely vary depending on which service is offered. However, fees charged by Midwest Capital Advisors, LLC can include asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

630 Kenmoor Ave. Se Suite 206
Grand Rapids, MI 49546

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Midwest Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$767,047,736

MI Average: $943,424,332
Total Number of Employees

8

MI Average: 21
Total Number of Accounts

780

MI Average: 1,586
Average Account Size

$983,395

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Shane Myas Work History

Shane has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Midwest Capital Advisors, LLC

2022 - 2023 (1 year)

Cwm, Dba Carson Partners - Crd # 155344

2022 - 2023 (1 year)

Stonebridge Financial Partners, LLC

2022 - 2023 (1 year)

Cetera Advisor Networks LLC

2019 - 2022 (3 years)

Principal Life Insurance Company

2019 - 2022 (3 years)

Principal Securities Inc

2018 - 2019 (1 year)

Axa Advisors, LLC

2016 - 2018 (2 years)

Edward Jones

2013 - 2016 (3 years)

Fifth Third Bank

2013 - 2013 (< 1 year)

Adecco Staffing

2009 - 2013 (4 years)

Meijer Inc

*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 Shane Myas 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 Midwest Capital Advisors, LLC

Mark Satkoski
Grand Rapids, MI
Jack Tunge
Grand Rapids, MI
Stephen Witte
Grand Rapids, MI
Jeffrey Freeberg
Grand Rapids, MI
Laura Corbiani
Grand Rapids, MI
Shane Myas
Grand Rapids, MI
Michael Desmyter
Grand Rapids, MI
Henry Swain
Grand Rapids, MI

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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