Nathan Fredrick Mikoleit
Investment adviser representative at Midwest Financial Group LLC
9 yearsExperience
2 statesRegistered in
$566.1MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Midwest Financial Group LLCJul 2021 to now
- Mikoleit IncJan 2021 to now
- Gradient Advisors LLCJan 2021 to Aug 2021
- Security BenefitOct 2019 to Nov 2020
- Security DistributorsOct 2019 to Oct 2020
- Security DistributorsMay 2019 to Jul 2019
- Washburn UniversityAug 2016 to May 2019
- Mikoleit, Inc.Jan 2016 to May 2019
- SyaaApr 2012 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Midwest Financial Group LLC
$566.1MAssets managed
955Clients
11Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7128409
- Firm CRD
- 175288