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Penn Mutual Midwest Wealth Strategies Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Penn Mutual Midwest Wealth Strategies is a financial services firm based in Chicago, Illinois that provides wealth management services. It describes its approach as blending the resources of large institutional firms with a boutique, personal practice, aiming to keep clients' best interests at the center of planning. Securities and advisory services are offered through HTK, a registered broker-dealer, with Lakeshore Wealth Strategies unaffiliated with HTK. Lakeshore Wealth Strategies positions itself to serve individuals seeking personalized planning and financial education, offering guidance that is intended to help clients make informed decisions and grow their wealth. The firm is described as small to mid-sized and based in the Chicago area, emphasizing a straightforward, confidence-building client experience.

Find Penn Mutual Midwest Wealth Strategies employees' phone numbers or email addresses

Penn Mutual Midwest Wealth Strategies Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Penn Mutual Midwest Wealth Strategies's Leadership

  • Stylized image of a person
    B. H.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Financial Representative
    Phone icon
    Mobile Phone

Penn Mutual Midwest Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Penn Mutual Midwest Wealth Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. H.
    President
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 17, 2026
  • Stylized image of a person
    J. P.
    Financial Representative
    Phone icon
    Mobile Phone
    Feb 22, 2024

Frequently Asked Questions

What is Penn Mutual Midwest Wealth Strategies known for?

Minus sign iconPlus sign iconPenn Mutual Midwest Wealth Strategies operates in the Financial Services industry. The company's main headquarters is located in 8770 West Bryn Mawr Avenue Suite 1200 Chicago, Illinois 60631 United States; you can contact the main corporate office by phone at
+1-773-380-****
. Explore Penn Mutual Midwest Wealth Strategies's company overview page for more information.

What is Penn Mutual Midwest Wealth Strategies's most common email format?

Minus sign iconPlus sign iconPenn Mutual Midwest Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Penn Mutual Midwest Wealth Strategies email formats with LeadIQ.

How many employees does Penn Mutual Midwest Wealth Strategies have currently?

Minus sign iconPlus sign iconPenn Mutual Midwest Wealth Strategies has approximately 18 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Penn Mutual Midwest Wealth Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Penn Mutual Midwest Wealth Strategies's key employees include:

  • President: B. H.
  • Financial Representative: J. P.

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