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Nikolas Steven Adams

Investment adviser representative at Midwestern Securities Trading Co.,LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Midwestern Securities Trading Company, LLCAug 2021 to now
  2. John Graham and AssociatesAug 2021 to now
  3. MstcAug 2021 to now
  4. Macro Wealth ManagementJan 2019 to Jul 2021
  5. Nexstar Broadcasting- Wmbd TvJan 2018 to Dec 2018
  6. Adams Outdoor AdvertisingSep 2015 to Nov 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020
  • Series 63 · Uniform Securities Agent State Law2021

State registrations

Registered as an investment adviser representative in 2 states (AL, 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
7266792
Firm CRD
101080
Advisor's SEC record (opens in a new tab)
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