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Midwest Financial Group LLC

● SEC registered since 2015CRD 175288SEC# 801-81177Overland Park, KS
Export (members)
Reg. AUM
$477.8M
Employees
8
Accounts
2,328
Location
Overland Park, KS

Midwest Financial Group LLC assets under management

Midwest Financial Group LLC is an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2015. It reports $477.8 million in regulatory assets under management and employs 8 people.
midwestfinancialkc.comView on SEC.gov ↗

Midwest Financial Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Cole Stephen Reichle ControlMember, Manager25-50%2015
Leigha Ann Shepard ControlMember, Manager, Chief Compliance Officer25-50%2015
Richard K Ryan ControlMember, Manager25-50%2015
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Frequently asked questions

How much does Midwest Financial Group LLC manage?

Midwest Financial Group LLC reports $477.8 million in regulatory assets under management on its Form ADV.

How many employees does Midwest Financial Group LLC have?

Midwest Financial Group LLC reports 8 employees.

Where is Midwest Financial Group LLC located?

Midwest Financial Group LLC is based in Overland Park, KS and has been SEC-registered since 2015.

Does Midwest Financial Group LLC disclose fund performance?

Midwest Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7400 W 130th Street, Suite 100, Overland Park, KS 66213
Phone913-696-0041
Fax913-696-0042
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$471.2M
Non-discretionary$6.6M
Total (RAUM)$477.8M