Midwest Financial Group LLC
Midwest Financial Group LLC is an SEC-registered mass-market adviser in Overland Park, KS with $566.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Midwest Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175288, SEC 801-81177, data through 2026-02-28.
- AUM (assets under management / regulatory AUM)
- $566.1M (2026-02-28)
- Firm type
- Mass-Market Adviser
- Location
- Overland Park, KS
- Employees
- 9
- Clients
- 955
- CRD
- 175288
- Ownership
- SHEPARD, LEIGHA, ANN; REICHLE, COLE, STEPHEN; REICHLE, STEVEN, DENNIS; RYAN, RICHARD, K
How much AUM does Midwest Financial Group LLC have?
Midwest Financial Group LLC reported $566.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-28).
Who owns Midwest Financial Group LLC?
Disclosed owners and executives of Midwest Financial Group LLC include SHEPARD, LEIGHA, ANN, REICHLE, COLE, STEPHEN, REICHLE, STEVEN, DENNIS, RYAN, RICHARD, K. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.