MIDWEST FINANCIAL GROUP LLC
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 175288
- Registered since
- March 27, 2015
- Website
- www.midwestfinancialkc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.12%
- Individuals24.44%
- Charitable Organizations1.34%
- Pension & Profit Sharing Plans1.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Midwest Financial Group LLC is an independent registered investment adviser organized as a limited liability partnership and operating since 2015. The firm serves both individual/family and institutional clients and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Filings indicate the firm does not market itself as an active ESG investor and is not designated a multi-state adviser; it also identifies as not functioning as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds46%
- State & Local Bonds2%
- Sovereign Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 12STEVEN REICHLE
Member and Manager CRD 4841012
HEATHER SULLIVAN
IARCRD 6062313
Amanda Russell
Sales AssistantCRD 7273765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$202M in ETFs
77%
$157M
22%
$46M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $13.3M | 117,595 | 6.57% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 7400 W 130th St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
STEFFES FINANCIAL, LTD
RIAOVERLAND PARK, KS
SEARCY FINANCIAL SERVICES, INC.
RIAOVERLAND PARK, KS
PHD RETIREMENT CONSULTING
RIAOVERLAND PARK, KS
POSTROCK PARTNERS LLC
RIAOVERLAND PARK, KS
BCWM
RIAOVERLAND PARK, KS
ASPYRE WEALTH PARTNERS
RIAOVERLAND PARK, KS