Jessica Lynn Gauerke
Investment adviser representative at Midwest Financial Partners
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Midwest Financial PartnersJun 2024 to now
- Midwest Financial Partners InvestmentsJun 2024 to now
- Jefferson WellsJun 2022 to Jun 2024
- Alps Fund Services, Inc.Jun 2021 to Jun 2022
- Securities America, Inc.Feb 2019 to Jun 2021
- Usadvisors Wealth Management, LLCFeb 2019 to Jun 2021
- Cetera Advisor Networks, LLCMay 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MN).
Midwest Financial Partners
Legal name: Midwest Financial Partners Investments, Inc.
$1.5BAssets managed
531Clients
9Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4622930
- Firm CRD
- 173790