Midwest Value Planning primarily provides business-to-business consulting services to other registered investment advisor firms and investment advisor representatives. Midwest Value Planning offers expertise in financial planning, tax advice, educational materials, and advanced planning concepts to help advisors serve their own clients. While Midwest Value Planning primarily works with other professionals, the firm occasionally offers individual income tax preparation, tax advice, and financial planning services directly to individual clients. The firm is owned and operated by Mark N. Petersen, who is a Certified Public Accountant and Certified Financial Planner. Midwest Value Planning does not manage client investment portfolios, does not take custody of client funds, and does not have trading authority over client accounts.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.