Midwest Money Management Inc.
17316 Kenyon Ave
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 over 20 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 customizable 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 was a landlord for 20 years and understands first hand how to integrate investment real estate into a financial plan. He uses his gift of explaining complex concepts in a way that is easily understandable in order to make sure that clients are comfortable with their plan.
"Hope is not a strategy"
Securities offered through Parkland Securities, LLC. Member FINRA and SIPC
Fee Based Investment advisory services offered through Sigma Planning Corporation. A registered investment advisor. Midwest Money Management is independent of Parkland Securities, LLC and SPC.