A complete list of active advisors currently associated with Midwest Financial Group LLC
Warmer can help you find a great advisor at Midwest Financial Group LLC or one who fits your needs even better.
Midwest Financial Group advises individuals, families, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm also sponsors a fee-based wrap fee investment management program that bundles portfolio management, custodial, reporting, and clearing services (see Form ADV Part 2A, Appendix 1). The firm’s investment approach follows the tenets of modern portfolio theory, emphasizing globally diversified portfolios implemented primarily with mutual funds and exchange-traded funds, and informed by fundamental security analysis as well as market trend and economic cycle analysis. Clients’ risk profiles and objectives are documented and used to tailor strategies, with clients able to grant discretionary trading authority or retain approval over transactions. Midwest operates as a multi-advisor team and managed approximately $566,081,879 in client assets as of 12/31/2025, the majority of which ($559,354,347) was managed on a discretionary basis. The firm’s structure includes advisors conducting business under separate trade names and legal entities for accounting and tax purposes, and some associated persons are licensed insurance agents who may recommend insurance products (a disclosed conflict of interest).
To learn more about the advisors currently working at Midwest Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)