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MIDWEST FINANCIAL GROUP LLC
CRD 175288 · SEC 801-81177
7400 W 130TH STREET, SUITE 100, OVERLAND PARK, KS, 66213, United States
Phone
913-696-0041
Fax
913-696-0042
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$566.1M
Discretionary AUM
$559.4M
Team
9 total employees; 9 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-02-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 727 | $138.4M |
| High net worth individuals | 204 | $413.9M |
| Pension/profit sharing plans | 19 | $6.2M |
| Charitable organizations | 5 | $7.6M |
States served
AL, CA, IL, IA, KS, LA, NE, OK, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD