Nathan Mikoleit (CRD# 7128409) is an Investment Advisor Representative working at Midwest Financial Group LLC in Topeka, KS and has over 4 years of experience in the finance industry.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwest Financial Group LLC | Overland Park, KS | Jul 2021 - Current | 2 |
| Mikoleit Inc. | Topeka, KS | Jan 2021 - Current | 3 |
| Gradient Advisors LLC | Arden Hills, MN | Jan 2021 - Aug 2021 | < 1 |
| Security Benefit | Topeka, KS | Oct 2019 - Nov 2020 | 1 |
| Security Distributors | Topeka, KS | Oct 2019 - Oct 2020 | 1 |
| Security Distributors | Topeka, KS | May 2019 - Jul 2019 | < 1 |
| Syaa | Topeka, KS | Apr 2012 - Jun 2019 | 7 |
| Washburn University | Topeka, KS | Aug 2016 - May 2019 | 2 |
| Mikoleit, Inc. | Topeka, KS | Jan 2016 - May 2019 | 3 |
| Washburn Rural High School | Topeka, KS | Aug 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- KS
- TX
-
Total Assets Under Management434MILLIONS
-
Total Number of Accounts2,315ACCOUNTS
-
Average Account Value$187,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, CA, FL, IA, KS, LA, MO, NE, OK, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.