Ahlden Harms
Ahlden Harms is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in Paxton, IL, with 10 years of industry experience. Ahlden is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 11,847 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower, not to exceed 2.0% annually. Beacon Portfolios carry an additional $40 annual maintenance fee.
Fee Estimator
Location
106 N Market Street, Paxton, IL, 60957
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ahlden works as a financial advisor at The Frederick Community Bank since 2016, dedicating full-time hours. He also serves as Vice President/Loan Officer at the same bank, spending about half his time. Additionally, Ahlden is a committee member with financial responsibilities for Paxton Grand Old Flag, dedicating minimal time.
Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
State Registrations2 states
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