{"url":"https://nivawealth.com/firms/midwest-heritage-bank-fsb-306308","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306308","regulatoryAum":398657041,"crd":"306308","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6479224","suffix":null,"lastName":"CYPHERS","firstName":"LEVI","middleName":null},{"crd":"8110844","suffix":null,"lastName":"Dotzler","firstName":"Colby","middleName":"Lee"},{"crd":"6326461","suffix":null,"lastName":"MALLOY","firstName":"CASEY","middleName":null},{"crd":"4516230","suffix":null,"lastName":"Vance","firstName":"Mark","middleName":"Daniel"},{"crd":"2669304","suffix":null,"lastName":"WATTERS","firstName":"MATTHEW","middleName":"GRAHAM"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-05","regulatoryAum":112248630,"clients":202,"employees":2,"offices":2},{"filedOn":"2022-07-29","regulatoryAum":183219558,"clients":257,"employees":3,"offices":2},{"filedOn":"2023-08-08","regulatoryAum":176760496,"clients":274,"employees":2,"offices":2},{"filedOn":"2024-03-12","regulatoryAum":223047510,"clients":275,"employees":2,"offices":2},{"filedOn":"2025-01-02","regulatoryAum":314203732,"clients":302,"employees":4,"offices":3},{"filedOn":"2026-01-02","regulatoryAum":398657041,"clients":334,"employees":6,"offices":3}],"acquisitions":[{"date":"2026-04-01","datePrecision":"month","name":"Iowa Savings Bank","crd":null,"source":"press","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://carrollspaper.com/news/midwest-heritage-bank-acquires-iowa-savings-bank/article_7ec53485-2b7c-49eb-a9d8-2122bad6a080.html"}],"secFileNumber":"801-119038","legalName":"Midwest Heritage Bank, FSB","displayName":"Midwest Heritage Bank, FSB","slug":"midwest-heritage-bank-fsb-306308","website":"https://midwestheritage.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/306308/75725f0fe9259c8d-r1.webp","tone":"light","width":1732,"height":200,"sourceUrl":"https://www.midwestheritage.com/investments/","sourceLabel":"Midwest Heritage Financial Advisors, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Iowa other (specify)","fiscalYearEnd":"September","headquarters":{"street":"3580 EP True Parkway","city":"West Des Moines","state":"IA","stateName":"Iowa","country":"United States","postalCode":"50265"},"tradeNames":[],"registration":{"secApproved":"10 July 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1193583.9550898203,"staff":{"employees":6,"advisory":4,"brokerDealerReps":4,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":398657041,"discretionary":398657041,"discretionaryAccounts":647,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":219,"regulatoryAum":65673634},{"label":"High-net-worth individuals","clients":115,"regulatoryAum":332983407}],"feePrograms":[{"role":"main","program":"Investment Management Fee for Individual Investors","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060905","versionId":1060905,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-10-12","documentName":"FORM ADV PART 2 AND 2B 101226","fee_rate_low":0.5,"fee_rate_high":1.2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning (hourly)","summary":"Hourly fee of $100 to $300 per hour, negotiable depending on the level and scope of the services and the professional rendering them; prepayment is limited to $1,200 per client.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060905","versionId":1060905,"submittedOn":"2026-10-12","documentName":"FORM ADV PART 2 AND 2B 101226"},{"role":"other","program":"Flat fee program","summary":"A flat fee program is offered to certain clients who buy and sell only equities; the brochure gives no fee amount.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060905","versionId":1060905,"submittedOn":"2026-10-12","documentName":"FORM ADV PART 2 AND 2B 101226"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:48:46.41696+00:00","documents":[{"name":"FORM ADV PART 2 AND 2B 101226","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060905","versionId":1060905,"submittedOn":"2026-10-12"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":398657041}],"custodyNote":"Midwest Heritage Bank, FSB does not have custody of client assets.","leadership":[{"name":"Casey Malloy","title":"Vice President and Chief Compliance Officer","crd":"6326461"},{"name":"Matthew Watters","title":"President","crd":"2669304"}],"ownership":[{"label":"Midwest Heritage Bank, FSB","detail":"Owner in the 75% or more ownership band and a control person, since November 2019."},{"label":"Hy-Vee Food Stores, Inc.","detail":"Indirect owner: a owner of Midwest Heritage Bank, FSB in the 75% or more band and a control person, since November 2019.","parent":"Midwest Heritage Bank, FSB"}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":3,"addresses":[{"street":"3580 EP True Parkway","city":"West Des Moines","headquarters":true},{"street":"221 Ne Gateway DR","city":"Grimes"},{"street":"1025 Braden Avenue","city":"Chariton"}]}],"brochureServices":["estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"515-246-8378","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Sovereign bonds","percent":1},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":88},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"2 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/306308/PDF/306308.pdf","brochureDate":"12 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060905","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Midwest Heritage Bank, FSB have?","answer":"Midwest Heritage Bank, FSB has 334 clients and manages $399 million for them, as of January 2026. They include 219 individual clients and 115 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Midwest Heritage Bank, FSB offer?","answer":"Midwest Heritage Bank, FSB provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Midwest Heritage Bank, FSB charge?","answer":"Midwest Heritage Bank, FSB charges 0.50%–1.20% a year for its Investment Management Fee for Individual Investors. The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2 AND 2B 101226, filed 12 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Midwest Heritage Bank, FSB use?","answer":"Midwest Heritage Bank, FSB’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $399M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Midwest Heritage Bank, FSB have?","answer":"Midwest Heritage Bank, FSB has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Midwest Heritage Bank, FSB invest in?","answer":"At the end of its last fiscal year, Midwest Heritage Bank, FSB’s separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 2% exchange-traded equities, 2% state and local bonds, 2% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% sovereign bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Midwest Heritage Bank, FSB?","answer":"Midwest Heritage Bank, FSB is owned through a holding company by Hy-Vee Food Stores, Inc. Its direct owner is Midwest Heritage Bank, FSB (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 2 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Midwest Heritage Bank, FSB get paid?","answer":"Midwest Heritage Bank, FSB is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Midwest Heritage Bank, FSB registered with the SEC?","answer":"Yes, Midwest Heritage Bank, FSB has been registered with the SEC as an investment adviser since 10 July 2020. Its CRD number is 306308 and its SEC file number is 801-119038.","source":"Form ADV Part 1A, Item 1, filed 2 January 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Midwest Heritage Bank, FSB?","answer":"Midwest Heritage Bank, FSB’s main office is at 3580 EP True Parkway, West Des Moines, IA 50265. Its phone number is 515-246-8378. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}