Midwest Financial Group LLC
● SEC registered since 2015CRD 175288SEC# 801-81177Overland Park, KS
Reg. AUM
$566.1M
Employees
9
Accounts
2,222
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 $566.1 million in regulatory assets under management and employs 9 people.
Midwest Financial Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cole Stephen Reichle Control | Member, Manager | 25-50% | 2015 |
| Leigha Ann Shepard Control | Member, Manager, Chief Compliance Officer | 25-50% | 2015 |
| Richard K Ryan Control | Member, Manager | 25-50% | 2015 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Midwest Financial Group LLC manage?
Midwest Financial Group LLC reports $566.1 million in regulatory assets under management on its Form ADV.
How many employees does Midwest Financial Group LLC have?
Midwest Financial Group LLC reports 9 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
| Address | 7400 W 130th Street, Suite 100, Overland Park, KS 66213 |
| Phone | 913-696-0041 |
| Fax | 913-696-0042 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$566.1M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$566.1Mregulatory AUM
Discretionary $559.4MNon-discretionary $6.7M