A complete list of active advisors currently associated with Midwest Wealth Management Inc
Warmer can help you find a great advisor at Midwest Wealth Management Inc or one who fits your needs even better.
Midwest Wealth Management serves primarily individual (non‑high‑net‑worth) clients, offering discretionary portfolio management, referrals to third‑party managers, and financial planning and consulting provided at no additional charge. Like many advisors in its peer group, the firm’s advisory compensation is based on a percentage of assets under management and it implements client portfolios through third‑party platforms. The firm’s investment process emphasizes outsourced management and platform solutions: it places client assets on a discretionary basis with a platform provider, recommends and monitors third‑party managers, and conducts periodic (generally quarterly) reviews that consider risk tolerance, rebalancing, and tax‑loss harvesting opportunities. Investment analysis may include fundamental research and a range of strategies executed by the third‑party managers, while clients may impose written restrictions on holdings or strategies. Noteworthy distinctions include an affiliated insurance business run by the firm’s principal and material commission income from insurance sales, as well as referral arrangements and non‑monetary benefits received from a recommended third‑party manager—relationships the brochure identifies as potential conflicts and describes as managed through disclosure and fiduciary policies. The firm also operates with a very small client base and limited assets under management yet no account minimums, which results in a client profile that is less focused on high‑net‑worth households than is typical among similar supported firms.
To learn more about the advisors currently working at Midwest Wealth Management Inc, 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.
Name |
Location |
Years of experience |
|---|---|---|
Topeka, KS
| 15
| |
Topeka, KS
| 3
|
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")