Mission Statement

The mission of Midwest Investment Services is to provide truly superior portfolio management and exemplary customer service. We commit to constant and never-ending improvement of the services we provide, as well as our professional development. Our employees will be honest, knowledgeable, hardworking and professional.

Daniel D. Hazzard
Marc J. Theien
Daniel D. Hazzard, AAMS
Registered Principal, LPL Financial
LPL Financial
(815) 235-2400
Marc J. Theien
Wealth Advisor for LPL Financial
(815) 847-6844

Daniel D. Hazzard began his investment career working for a small investment firm back in 1996. He has since managed an office with Edward Jones for 5 years before establishing his own financial services company. Dan is currently a LPL Registered Securities Principal and Manager of Midwest Investment Services. He has the following securities registrations: 6, 63, 65, 7, and 24, which he holds through LPL Financial. Daniel is an Accredited Asset Management Specialist (AAMS). Daniel is also an active and proud participant in various organizations that have included Freeport Noon Rotary, the Leadership Institute and the American Red Cross. He is married to Kari and has two daughters, Caroline and Kate. Daniel continues to focus his attention of helping clients work towards their long-term investment and retirement needs.

To learn more about the services offered by Midwest Investment Services, including LPL Financial Account View access, click on Daniel D. Hazzard’s photo. You will then be transferred to his personal web site.

Marc J. Theien graduated with a BA from Illinois State University and has spent the past 14 years working as a Financial Advisor with Amcore Bank. Marc is currently a Wealth Advisor at Midwest Investment Services and holds the following securities registrations: 7, 63, and 66 with LPL Financial and is insurance licensed in life, health and long term care. Marc is an active member of the Community and has been working with a local non-profit and early childhood education organization for the past six years. He is married to Amy and they have three children, Evan, Julia, and Jonathan. Marc remains dedicated to helping clients reach their financial goals.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associates as disclosed on this site may only discuss securities or transact business with persons who are residents of the state of Illinois.

Securities and Insurance products offered through LPL Financial and its affiliates member FINRA/SIPC.

Not FDIC Insured
No Bank Guarantee
May Lose Value
Not a Deposit
Not Insured by any Federal Government Agency

Midwest Bank is not a registered broker/dealer and is not affiliated with LPL Financial.

 

 
   
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