Midwest Money Management

Midwest Money Management is a financial planner in Lakeville, Minnesota, serving individuals and families across the greater Twin Cities area. The firm offers comprehensive financial planning, investment management, and wealth strategy services, with a focus on helping clients build confidence in their financial future. Specialties include retirement planning, risk management, and long-term wealth preservation. Since 1999, the firm has been committed to delivering personalized, fee-based financial guidance rooted in transparency and education. With a 5.00 rating, the business is recognized for its client-focused approach and consistent service quality.

The firm’s team, led by President and Founder Adam B. Hartung, CFP®, AIF®, and Vice President and Partner Corey Schmiedeberg, FSS®, AIF®, CTS™, emphasizes client education and long-term relationship building. Advisors work collaboratively to develop customized financial plans, ensuring clients understand every aspect of their strategy. The team includes Kam Siemers, CFP®, and Madison Bredt, FPQP™, who support clients through planning and service operations. The firm’s mission centers on providing knowledge, tools, and confidence to help clients feel secure financially today and prepared for tomorrow. Educational resources like weekly market commentaries, video content on financial myths, and guides on the cost of procrastination are available to clients and prospects.

Located on Kenyon Avenue in Lakeville, Midwest Money Management occupies Suite 104 of a commercial building. The office sits directly across from a Holiday grocery store and is situated along a major local thoroughfare, accessible via I-35W or I-35E through Exit 85. The building is positioned near the intersection of Kenyon Avenue and Kenwood Trail, making it easy to locate for residents throughout the region.

Midwest Money Management stands out for its thorough, well-documented online presence and a website that search engines read cleanly and efficiently. This ensures the firm is consistently visible to clients seeking financial planning services in the Lakeville area. The clarity and depth of information available online reinforce trust and accessibility.

As a trusted financial partner in Lakeville, Midwest Money Management combines decades of experience with a personal, client-first philosophy, helping residents navigate complex financial decisions with clarity and confidence.