Midwest Financial Group LLC

Midwest Financial Group LLC (CRD# 175288) is a financial advisory firm headquartered in Overland Park, KS. They manage $158,632,246 in 1,047 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    1,047
    ACCOUNTS
  • Average Account Value
    $151,511
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KS, LA, MO, NE, OK, TX

Financial Advisors at Midwest Financial Group LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jon D. Grams
CRD#: 2401124
8301 State Line Road, Kansas City, MO 64114
93
Wealthminder
score

Jon Grams (CRD# 2401124) is an Investment Advisor Representative working at Midwest Financial Group LLC in Kansas City, MO and has over 24 years of experience in the finance industry.

2
Allen H. Joy
CRD#: 1007279
3735 Wanamaker Rd., Suite B, Topeka, KS 66610
93
Wealthminder
score

Allen Joy (CRD# 1007279) is an Investment Advisor Representative working at Midwest Financial Group LLC in Topeka, KS and has over 27 years of experience in the finance industry.

3
Cole S. Reichle
CRD#: 5493357
7400 W 130th Street, Suite 100, Overland Park, KS 66213
93
Wealthminder
score

Cole Reichle (CRD# 5493357) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 9 years of experience in the finance industry.

4
Steven D. Reichle
CRD#: 4841012
3735 Sw Wanamaker Rd., Suite B, Topeka, KS 66610
93
Wealthminder
score

Steven Reichle (CRD# 4841012) is an Investment Advisor Representative working at Midwest Financial Group LLC in Topeka, KS and has over 13 years of experience in the finance industry.

5
Leigha A. Shepard
CRD#: 2479376
7400 W 130th Street, Suite 100, Overland Park, KS 66213
93
Wealthminder
score

Leigha Shepard (CRD# 2479376) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 21 years of experience in the finance industry.

6
Heather R. Smith
CRD#: 6062313
7400 W 130th Street, Suite 100, Overland Park, KS 66213
90
Wealthminder
score

Heather Smith (CRD# 6062313) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 3 years of experience in the finance industry.

7
Erin M. La Row
CRD#: 6836210
7400 W 130th Street, Suite 100, Overland Park, KS 66213
87
Wealthminder
score

Erin La Row (CRD# 6836210) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has 1 year of experience in the finance industry.

8
Richard K. Ryan
CRD#: 711204
3735 Sw Wanamaker Rd., Suite B, Topeka, KS 66610
86
Wealthminder
score

Richard Ryan (CRD# 711204) is an Investment Advisor Representative working at Midwest Financial Group LLC in Topeka, KS and has over 36 years of experience in the finance industry. Richard Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.