Levi Cyphers
Investment adviser representative at Midwest Heritage Financial Advisors
10 yearsExperience
1 stateRegistered in
$398.7MFirm assets
6 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
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Midwest Heritage Financial AdvisorsDec 2023 to now
- Midwest Heritage Financial ServicesDec 2023 to now
- Securities America, Inc.Dec 2023 to Jun 2024
- Cetera Investment Advisers LLCSep 2023 to Dec 2023
- Cetera Investment Services LLCSep 2023 to Dec 2023
- Bridgeforth LLPAug 2022 to Jul 2023
- Legacy Capital Inc.Jun 2021 to Sep 2022
- Cetera Investment Advisers LLCNov 2019 to Jun 2021
- Cetera Investment Services LLCJun 2019 to Jun 2021
- Foresters Financial ServicesApr 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IA).
Midwest Heritage Financial Advisors
Legal name: Midwest Heritage Bank, Fsb
$398.7MAssets managed
334Clients
4Advisers
6 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
- 6479224
- Firm CRD
- 306308