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Chase Adam Leach

Advisor at Midwest Wealth Management Inc — Topeka, KS

Updated today

Credentials

Series 65

Experience

15 years

Location

Topeka, KS 66614

Midwest Wealth Management Inc logo

Midwest Wealth Management Inc

Supported

Total advisors

2

Clients per advisor

5 Very Low

Avg AUM per client

$23,000 Very Low

HNW client ratio

0% Very Low

About

Chase Leach is a financial advisor at Midwest Wealth Management Inc. in Topeka, KS, holding a Series 65 designation with 15 years of industry experience. He previously worked at Gradient Advisors, LLC for eight years and has been involved with Midwest Tax & Financial since 2007, where he is also an owner. Midwest Wealth Management Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses. The firm utilizes managed solutions and third-party managers, tailoring recommendations based on client objectives, risk tolerance, and time horizon.

Client services

Based on Midwest Wealth Management Inc

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Midwest Wealth Management Inc

Cash flow / budgeting

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Fee options

Percentage

All Assets+: 1.00% annually (Orion Portfolio Solutions advisory fee charged by Midwest Wealth Management Inc.) All Assets+: 0.08% - 0.45% administration fees (ORB fees) All Assets+: $25 or $50 per account annually (account maintenance fees) All Assets+: 0.0% to 0.25% strategist fees All Assets+: 0.35% to 0.70% separately managed account (SMA) fees All Assets+: 1.75% total annual fee for Custom Indexing - Strategic & Allocation portfolios (GI Fee 0.75% + MWM Fee 1.00%) All Assets+: 1.60% total annual fee for Strategic, Allocation, Tactical, Defined Outcome portfolios (GI Fee 0.60% + MWM Fee 1.00%) All Assets+: 1.50% total annual fee for Private Wealth portfolios (GI Fee 0.50% + MWM Fee 1.00%) All Assets+: 1.00% total annual fee for Preservation portfolios (GI Fee 0.40% + MWM Fee 0.60%)

Commissions

Investment Advisor Representatives receive commissions from insurance products sales; external compensation from insurance activities.

Location

Topeka, KS

2909 SW Maupin Lane

Topeka KS 66614

Advisors at this office

2

Most active in

Kansas · Missouri · Texas

Work history

15 years of industry experience

Midwest Wealth Management Inc.

2020 - Present • 6 years

Topeka, KS

Midwest Wealth Management Inc.

2017 - Present • 9 years

Topeka, KS

Gradient Advisors, LLC

2012 - 2020 • 8 years

Arden Hills, MN

Midwest Tax & Financial

2007 - Present • 19 years

Topeka, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Korwin W

Series 63, Series 65

Topeka, KS

KDWALLSTREET Investment Advisor LLC

Korwin Wall is the principal of KDWALLSTREET Investment Advisor LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 1999. Outside of investment advisory, he owns and manages KDWallStreet FINANCIAL Services LLC, which provides tax preparation, bookkeeping, and business consulting services. KDWALLSTREET Investment Advisor LLC serves primarily individual clients, including high-net-worth households, offering investment supervisory services and financial planning for approximately 91 client relationships with $26.5 million in assets under management. The firm combines strategic asset allocation with a cash-needs bucket approach and employs various investment instruments and option strategies, alongside affiliated financial businesses in accounting, mortgage financing, and insurance.

Options & derivatives strategies Retirement income strategy Retired Christian Faith Based
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Nicholas S

Series 66, Series 65

Topeka, KS

Avant Wealth Management, LLC

Nicholas Schilling is a financial advisor with Avant Wealth Management, LLC in Topeka, KS, holding Series 65 and Series 66 designations and nine years of industry experience. His prior roles include positions at FMT Solutions, LLC, AE Wealth Management, LLC, and Advisors Excel. He is also licensed as a life and health insurance agent and engaged in business management consulting. Avant Wealth Management is an independent, single-advisor firm providing discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, and business entities. The firm employs both fundamental and technical analysis to tailor portfolio strategies and offers management both directly and through third-party sub-managers using the Altruist platform.

Options & derivatives strategies Real estate investing
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John M

Topeka, KS

Minnick Capital Management

John Minnick is the sole advisor at Minnick Capital Management, an independent firm based in Topeka, Kansas. He holds a CFA designation and a law license, and has 46 years of industry experience, having founded his firm in 1972. Outside of his advisory work, he serves as corporate secretary and director of his college fraternity’s alumni association on a non-compensated basis and acts as a trustee for several family trusts. Minnick Capital Management serves individual investors, trusts, retirement plans, and charitable organizations with discretionary portfolio management and separate counseling. The firm’s investment approach combines fundamental and technical analysis, focusing on market trends, industry strength, and volatility, while tailoring portfolios to clients’ income, tax, and risk objectives.

Tax-loss harvesting Active portfolio management Concentrated stock management
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Kristopher M

Series 63

Topeka, KS

T & M Financial Inc.

Kristopher Miller is a financial advisor with T & M Financial Inc. in Topeka, KS, holding a Series 63 designation and 28 years of industry experience. He has worked at T & M Financial since 1997 and has also been associated with Tandem Advisors, Inc. and Tandem Securities, Inc. since 2006 and 2007, respectively. Outside of his advisory role, he is involved in property rental management. T & M Financial provides financial planning, consulting, and asset allocation recommendations to individuals, families, high-net-worth clients, and business entities, focusing on planning and referrals rather than discretionary asset management. The firm utilizes comprehensive client evaluations and research tools to recommend long-term investment strategies implemented through client-selected custodians or recommended providers.

College savings (529s, UTMA, etc.)
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Vincent F

Series 63, Series 65

Topeka, KS

Generations Wealth Design

Vincent Foster is a financial advisor at Generations Wealth Design with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors, Inc. and National Planning Corporation. Outside of advisory services, he is also an independent insurance agent specializing in fixed life insurance, fixed annuities, disability, and long-term care insurance. Generations Wealth Design is a Kansas-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary wealth management and financial planning, constructing customized portfolios using mutual funds, ETFs, equities, bonds, and occasional stock options with a primarily long-term investment approach.

Concentrated stock management Stock option exercise strategy Retirement income strategy Tax-loss harvesting Wealth management Founder/Business Owner Executive Mid-Career Professionals
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James L

Series 63, Series 65

Topeka, KS

Paladin Financial

James Lord is a financial advisor at Paladin Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Gradient Securities, LLC, and LORD'S WEALTH PARTNERS, LLC. Outside of his advisory roles, he is involved in recording motivational radio spots for a program called 90 Seconds to a Greater You. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment approaches from long-term purchases to shorter-term trading and options, and offers specialized services for retirement plans as a limited-scope ERISA 3(21) adviser.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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