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Ahlden Jay Harms

Investment adviser representative at Midwestern Securities Trading Co.,LLC
Under 1 yearExperience
1 stateRegistered in
$2BFirm assets
13 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 feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

Under 1 year in the industry.

  1. The Frederick Community BankDec 2016 to now
  2. Midwestern Securities Trading Company, LLCJun 2016 to now

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (IL).

Midwestern Securities Trading Co.,LLC

Legal name: Midwestern Securities Trading Company, LLC

$2BAssets managed
11,847Clients
51Advisers
13 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
6663163
Firm CRD
101080
Advisor's SEC record (opens in a new tab)
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