Market Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Market Investment Group, LLC provides advisory services to a broad range of clients, including individuals (both non‑HNW and high‑net‑worth), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning and portfolio management—primarily discretionary management using third‑party model portfolios—and also facilitates related services such as insurance, tax/accounting, human resources outsourcing, and referrals for legal estate‑planning.
Investment advice is tailored to each client’s objectives, risk tolerance, and time horizon and is implemented largely through a sub‑adviser arrangement; the brochure names Foundations Investment Advisors LLC as a sub‑adviser and notes use of model portfolios from providers such as Cabana Asset Management, Frontier Wealth Management, Morningstar Investment Management, and BlackRock Solutions. MIG retains client supervision, rebalancing, and ongoing client interaction while the sub‑adviser handles trading, reporting, and billing, and the firm’s AUM calculation can include fixed life insurance and index‑linked annuities.
Notable distinctions disclosed in the brochure include formal affiliations with an accounting firm (Market Tax Services, LLC) and affiliated insurance entities, plus an alliance with Eidelman Law Firm, and a structured AUM‑tier program that bundles discounted tax preparation, estate‑planning work, and specified annual CPA/legal consultation hours. The firm also discloses receipt of vendor and product‑sponsor support for marketing and educational activities and—per its disclosures—uses advertising materials that include hypothetical performance, third‑party ratings, endorsements, testimonials, and performance results, practices that are uncommon among peers.
Client services
Expertise
Fee options
Flat fee for financial planning services up to $10,000.
$0 - $249,999: Up to 1.50% $250,000 - $499,999: Up to 1.50% $500,000 - $999,999: Up to 1.25% - 1.50% $1,000,000 - $2,999,999: Up to 1.25% $3,000,000 - $4,999,999: Up to 1.00% $5,000,000+: Up to 0.50%
Commissions earned on sale of insurance products by licensed insurance agents affiliated with the firm.
Hourly fee up to $500 per hour for financial planning services.
Fee-only: Financial planning fees are charged either as up to $500/hour or a fixed fee of up to $10,000. 50% payable upon engagement, remainder due upon completion.
Main office
110 East Waterman Street, Suite 150
Wichita KS 67202
Advisors at this office
3
Most active in
Arkansas · Florida · Georgia · Kansas · Missouri · North Carolina · Oklahoma · Pennsylvania · South Carolina · Texas
Also doing business as
Market Advisory Group · Market Advisory Group, LLC · Market Investment Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Danny G
Series 65
Wichita, KS
Market Investment Group, LLC
Danny Goolsby is a financial advisor at Market Investment Group, LLC in Wichita, KS, holding a Series 65 designation with 10 years of industry experience. He has worked at Market Investment Group since 2025 and has been affiliated with Market Advisory Group since 2016. In addition to his advisory role, Goolsby has been an independent insurance agent since 1985, offering annuities, life, and long-term care insurance. Market Investment Group, LLC serves a diverse client base including individuals, pension plans, trusts, and business entities. The firm focuses on financial planning and discretionary portfolio management using third-party model portfolios and provides complementary services such as insurance, tax and accounting, human resources outsourcing, and legal estate-planning referrals.
Jonathon M
Series 65
Wichita, KS
Market Investment Group, LLC
Jonathon Mc Coy is a financial advisor at Market Investment Group, LLC with 10 years of industry experience and holds a Series 65 designation. He has worked at Foundations Investment Advisors, LLC and Market Advisory Group, and also operates as an independent insurance agent providing fixed insurance, long-term care, and annuity solutions. Market Investment Group, LLC serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm delivers tailored financial planning and discretionary portfolio management, primarily through sub-adviser arrangements, and offers integrated services such as insurance, tax accounting, and legal estate-planning referrals.
Larry K
Series 65
Wichita, KS
Market Investment Group, LLC
Larry Kloefkorn is a financial advisor with Market Investment Group, LLC in Wichita, KS, holding a Series 65 credential and bringing 12 years of industry experience. He is involved in multiple affiliated businesses, including co-ownership of Market Tax Services and Market Medicare Services, which provide tax planning and Medicare-related assistance, respectively. Market Investment Group, LLC serves a diverse clientele ranging from individuals to charitable organizations, offering financial planning and primarily discretionary portfolio management through third-party model portfolios. The firm integrates advisory services with related offerings in insurance, tax/accounting, and legal estate planning, maintaining client supervision while utilizing a sub-adviser for trading and reporting.
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