Thomas S. Hilaire
MIDWEST FINANCIAL PARTNERS | President, Financial Advisor, Firm Policy Board Member, Investment Committee Chair, Operating Committee Member
St. Cloud, MN 56301
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CRD#: 4446701
Professional summary
Thomas St Hilaire, CFA, CFP® is a registered financial advisor currently at MIDWEST FINANCIAL PARTNERS located in St. Cloud, Minnesota.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Thomas has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Biography
BA: Yale University (Ethics, Politics, & Economics)
Charter Financial Analyst (CFA)
Certified Financial Planner (CFP)
Charter Life Underwriter (CLU)
Charter Financial Consultant (ChFC)
15+ years as Consultant / Advisor in Financial Services
Question & Answer
What are your service offerings?
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Business Succession Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
|NAME OF ENTITY:MIDWEST FINANCIAL PARTNERS, INC /MFP, Inc.; Yes; 912 W ST GERMAIN ST STE 201; ST CLOUD; MN; 56301; FINANCIAL SERVICES/DBA; PRESIDENT/OWNER; 9/18/2012; 160; 160; SALE AND SERVICE INSURANCE,SECURITIES AND INVESTMENT PRODUCTS IN ADDITION PROVIDING TRUSTEE AND BILL PAY SERVICES TO CLIENTS. |NAME OF ENTITY:MIDWEST FINANCIAL PARTNERS FAMILY OFFICE, INC; No; 912 W ST GERMAIN ST STE 201; ST CLOUD; MN; 56301; TRUSTEE AND BILL PAY SERVICES; PRESIDENT/OWNER; 3/1/2018; 3; 3; DIRECTLY OVERSEE TRUSTEE AND BILL PAY SERVICES |NAME OF ENTITY:Independent insurance agent; Yes; 915 1ST STREET SOUTH; ST CLOUD; MN; 56301; fixed insurance sales; independent agent; 11/13/2012; 160; 160; sales of fixed insurance sales
CRS (Client Relationship Summary) - RIA
Click below to view Thomas St Hilaire's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
January 6, 2015 - Present
MIDWEST FINANCIAL PARTNERS
Office #1: 912 West Saint Germain Street Suite #300, St. Cloud, MN 56301RIA
CRD#: 173790
St. Cloud, MN
Past
January 30, 2014 - December 31, 2019
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
ST CLOUD, MN
Past
July 14, 2005 - December 31, 2019
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
ST CLOUD, MN
Past
October 12, 2001 - January 13, 2004
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MIDWEST FINANCIAL PARTNERS
MIDWEST FINANCIAL PARTNERS | MIDWEST FINANCIAL PARTNERS, INC | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
CRD#: 173790 / SEC#: 801-80667
RIA
Registered Investment Advisory firm - (12/15/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(1/6/2015)
IAR
Texas(4/6/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
MF
MIDWEST FINANCIAL PARTNERS
MIDWEST FINANCIAL PARTNERS | MIDWEST FINANCIAL PARTNERS, INC | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
CRD#: 173790 / SEC#: 801-80667
RIA
Registered Investment Advisory firm - (12/15/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
912 West Saint Germain Street Suite #300, St. Cloud, MN 56301
Mailing Address
Phone number
(320) 251-3752
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,421 |
| AUM (Assets Under Management) | $ 1,263,584,127 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/25/2025 | ||
| 07/25/2024 | ||
| 11/27/2023 | ||
| 11/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MIDWEST FINANCIAL PARTNERS
President, Financial Advisor, Firm Policy Board Member, Investment Committee Chair, Operating Committee MemberCRD#: 173790St. Cloud, MN 56301TRUST BUT VERIFY
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