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MIDWEST VALUE PLANNING

MARK N PETERSEN, CPA

CRD 333441

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 0 advisory reps

Clients

1-10

Fees

Hourly charges; RETAINER FEE, PROJECT FEE

Org form

Sole Proprietorship

Filing date

2026-01-12

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Financial planning

Client types

TypeClientsAUM
Other investment advisers3$0

Official SEC filing: View on IAPD