MIDWEST FINANCIAL GROUP LLC
Overland Park, Kansas
5.0
1 Review
Midwest Financial Group LLC, based out of Overland Park, KS, is a prominent local investment advisory firm. With over 810 individual clients and an impressive $366,229,000 in assets under management, they have established themselves as a trusted partner for their clients' financial goals. The firm operates from two offices, providing convenient access and personalized service to their diverse clientele. Notably, Midwest Financial Group LLC has extensive experience in managing employer 401Ks and individual investments, accounting for nearly half of their assets under management. Their expertise in this space has earned them a soli...
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Assets Under Mgmt

$366.23M

Investment Professionals

10

Locations

1

% 401K & Individual

40%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.