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 advisor organized as a limited liability partnership and registered with the SEC in 2015. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-assets, hourly billing, and fixed fees. The adviser does not self-identify as an ESG-focused investor and is not structured as a multi-state or capital-allocating adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 11
Steven Reichle
Member and ManagerCRD 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 104Active vs passive
$254M in ETFs
69%
$174M
28%
$79.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $17.1M | 124,345 | 6.74% |
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
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