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.
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