Midwest Financial Group

Wealth Management Firm in Platteville, WI

Firm Info
Address: 55 E Main St #3216, Platteville, WI 53818, USA
Phone: (608) 807-4775

Firm Size
Assets Under Management: $361.5 million
# of Advisors: 10
# of Clients: 1,759
Client to Advisor Ratio: 176:1
Average Account Size: $205,532
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Midwest Financial Group LLC Overview

Midwest Financial Group LLC is a fee-only registered investment advisory firm that has been in business since 2015. Based in Overland Park, KS, the company provides investment advice only to clients. Midwest Financial Group LLC offers a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm's fee-only structure ensures that clients receive unbiased investment advice without any conflict of interest. Looking to help clients achieve their long-term financial goals, Midwest Financial Group LLC provides personalized investment strategies that best match the client's risk profile and investment objectives. The firm believes in delivering exceptional service that exceeds client expectations and strives to build lasting relationships with every client.

MIDWEST FINANCIAL GROUP LLC is a renowned financial advisory firm that caters to a wide range of clients with varying needs. The firm specializes in offering personalized financial services to individuals of all income levels, including high net worth individuals seeking to establish long-term wealth-building strategies. Additionally, MIDWEST FINANCIAL GROUP LLC provides financial guidance to pension or profit sharing plans, helping them navigate complex regulatory requirements to secure retirement benefits for their employees. Moreover, the firm extends its services to charitable organizations, helping them maximize their philanthropic impact while maintaining fiscal responsibility. With its vast expertise in the financial industry, MIDWEST FINANCIAL GROUP LLC is a trusted partner for clients in achieving financial security. MIDWEST FINANCIAL GROUP LLC offers flexible fee structures to better serve its diverse clientele. The firm provides various payment options depending on the type of service provided. For clients seeking asset management, MIDWEST FINANCIAL GROUP LLC charges a percentage of their assets under management (AUM) as compensation. This method aligns the clients' and the firm's interests and incentivizes optimal performance to grow their portfolios. However, hourly rates may be more suitable for clients seeking comprehensive financial planning services. This fee structure enables clients to pay their financial advisors per hour of consultation time, calculated based on the time and effort spent on their financial needs. Alternatively, fixed fees may be more suitable for clients seeking specific services that require a defined scope of work. This fee structure provides clients with a transparent and predictable cost structure, ensuring that there are no surprises when it comes to billing. Overall, MIDWEST FINANCIAL GROUP LLC offers an array of fee structures to meet the diverse needs of its clients and provide them with personalized and cost-effective financial solutions.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Midwest Financial Group LLC does not mention an investment minimum for their Wrap Program account. The firm has not set a minimum investment amount, but they do reserve the right to decline certain accounts if they do not feel it would be beneficial or economical for the client.

How This Office Can Help Platteville, WI Residents

Pine Grove Financial Group provides customized financial planning services to individuals and businesses in Red Wing, MN. With a team of experienced financial advisors, the company helps clients navigate the complex world of finance and make smart investment decisions. Whether someone is planning for retirement, looking to invest their savings, or starting a business, Pine Grove Financial Group can help identify goals and design a personalized financial strategy. Red Wing, MN residents may be facing a range of financial situations, from managing debt to saving for college or putting money aside for unforeseen emergencies. Pine Grove Financial Group offers guidance on everything from budgeting and saving to investing in stocks and bonds, helping clients identify and prioritize their financial goals, and setting realistic timelines for achieving them. The company also offers comprehensive tax planning, estate planning, and retirement planning services, helping clients navigate potential pitfalls and make the most of their investments over the long-term.

To view the Minimum Investment and Fee Schedule for Midwest Financial Group LLC, visit their Part 2 Brochure.

Services Offered by Midwest Financial Group LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Midwest Financial Group LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 55 E Main St #3216, Platteville, WI 53818, USA
Phone (608) 807-4775
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 7400 W 130TH STREET, SUITE 100, OVERLAND PARK, KS 66213, United States

This firm has no other locations.

State Registrations

Midwest Financial Group LLC is registered to service clients in the following states:

  • Alabama
  • California
  • Florida
  • Georgia
  • Iowa
  • Kansas
  • Louisiana
  • Missouri
  • Nebraska
  • Oklahoma
  • Texas

Disciplinary History

Midwest Financial Group LLC does not have any disclosures. Please visit it's Form ADV for more details.