Midwest Financial Group LLC

Midwest Financial Group LLC (CRD# 175288) is a financial advisory firm headquartered in Overland Park, KS. They manage $433,723,517 in 2,315 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
7400 W 130th Street, Suite 100, Overland Park, KS 66213
http://midwestfinancialkc.com
By the Numbers
  • Total Assets Under Management
    434
    MILLION
  • Total Number of Accounts
    2,315
    ACCOUNTS
  • Average Account Value
    $187,354
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
The map below shows states where this firm has explicit registration only.

AL, CA, FL, IA, KS, LA, MO, NE, OK, TX

Financial Advisors at Midwest Financial Group LLC
Showing 1 - 10 of 11 top financial advisors.
1
Jon Grams, financial advisor Overland Park KS
Jon D. Grams
CRD#: 2401124
7400 W 130th Street, Suite 100, Overland Park, KS 66213

Jon Grams (CRD# 2401124) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 30 years of experience in the finance industry.

2
Allen Joy, financial advisor Overland Park KS
Allen H. Joy
CRD#: 1007279
7400 W 130th Street, Suite 100, Overland Park, KS 66213

Allen Joy (CRD# 1007279) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 33 years of experience in the finance industry.

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

Cole Reichle (CRD# 5493357) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 15 years of experience in the finance industry.

4
Steven Reichle, financial advisor Overland Park KS
Steven D. Reichle
CRD#: 4841012
7400 W 130th Street, Suite 100, Overland Park, KS 66213

Steven Reichle (CRD# 4841012) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 19 years of experience in the finance industry.

5
Richard Ryan, financial advisor Overland Park KS
Richard K. Ryan
CRD#: 711204
7400 W 130th Street, Suite 100, Overland Park, KS 66213

Richard Ryan (CRD# 711204) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 42 years of experience in the finance industry.

6
Leigha Shepard, financial advisor Overland Park KS
Leigha A. Shepard
CRD#: 2479376
7400 W 130th Street, Suite 100, Overland Park, KS 66213

Leigha Shepard (CRD# 2479376) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 27 years of experience in the finance industry.

7
Heather Sullivan, financial advisor Overland Park KS
Heather R. Sullivan
CRD#: 6062313
7400 W 130th Street, Suite 100, Overland Park, KS 66213

Heather Sullivan (CRD# 6062313) 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.

8
Mitzi Swaffar, financial advisor Overland Park KS
Mitzi N. Swaffar
CRD#: 5227449
7400 W 130th Street, Suite 100, Overland Park, KS 66213

Mitzi Swaffar (CRD# 5227449) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 17 years of experience in the finance industry.

9
Michael Meenen, financial advisor Topeka KS
Michael J. Meenen
CRD#: 7697500
7630 Sw 21st Street, Topeka, KS 66213

Michael Meenen (CRD# 7697500) is an Investment Advisor Representative working at Midwest Financial Group LLC in Topeka, KS and has 1 year of experience in the finance industry.

10
Nathan Mikoleit, financial advisor Topeka KS
Nathan F. Mikoleit
CRD#: 7128409
7630 Sw 21st Street, Topeka, KS 66612

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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