Minnesota Real Estate Show Preferred Partners

Certified Financial Planner

 

Adam Hartung

 

651-204-3000
ahartung@sammonsrep.com
http://www.MidwestMoneyManagement.com/
 

17316 Kenyon Ave

Suite 104

Lakeville, MN 55044

 

Mission Statement:  To provide our clients with the knowledge, tools, and confidence to feel comfortable financially today and secure about tomorrow.

 

Adam B. Hartung is the founder and president of Midwest Money Management Inc.  He is a Certified Financial Planner™ with more than 10 years of experience helping families and small businesses with their financial planning and investment management needs.  Adam works with his clients to understand all aspects of their financial situation so that he can help them build a customized plan designed to achieve their goals.  He believes in taking a very active approach to managing his client’s financial assets.  In volatile markets, he believes that it is not enough to simply buy and hold an investment and hope for the best.  By using multiple fundamental and quantitative analysis tools he attempts to determine times when the risks of owning an asset are too high.  By evaluating and potentially adjusting clients’ allocations on a daily basis he attempts to reduce those risks.  In addition to being a CFP®, Adam has also been a landlord for over 10 years and understands first-hand how to integrate investment real estate into a financial plan.

 

“Hope is not a strategy”

 

Securities offered through Sammons Securities Co., LLC. Member FINRA and SIPC

 

Investment advisory services offered through Sigma Planning Corporation.  A registered investment advisor.

 

 

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