Adviser and broker representative · Midwest Heritage Financial Advisors
Levi Cyphers
CRD 6479224 · West Des Moines, IA
At a glance
Levi Cyphers is an investment adviser representative with Midwest Heritage Financial Advisors in West Des Moines, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Levi’s SEC record dates to 2019, about 6 years ago. Levi is also registered as a broker representative.
Current advisory firm
- Midwest Heritage Financial AdvisorsSince January 2024West Des Moines, IA · $399M in regulatory assets
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Levi’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Midwest Heritage Financial Advisors
- Colby L. DotzlerWest Des Moines
- Casey MalloyWest Des Moines · Certified Financial Planner
- Matthew G. WattersWest Des Moines · Certified Financial Planner, Chartered Financial Consultant
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