SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Midwest Financial Group LLC
Overland Park, KS
CRD 175288
Firm filing updated August 19, 2026 ·
- $566.1MAssets
- 955Clients
- 9Advisory staff
- 2,222Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals727
- High net worth individuals204
- Pension and profit sharing plans19
- Charities5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 727 | $138.4 million |
| High net worth individuals | 204 | $413.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $6.2 million |
| Charitable organizations | 5 | $7.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$566.1 million
- Accounts2,222
- Discretionary$559.4 million · 2,108 accounts
- Non-discretionary$6.7 million · 114 accounts
People
- Employees9
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents8
- Planning clients600
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 175288, SEC file 801-81177.
- Registered with the SEC as an investment advisor (status date on record: March 27, 2015).
Is Midwest Financial Group LLC a fiduciary?
Short answer: Midwest Financial Group LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
8 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.