AdFi
MF

MIDWEST FINANCIAL GROUP LLC

SEC Registered

Financial freedom means different things to different people.

OVERLAND PARK, KShttps://midwestfinancialkc.com913-696-0041
Assets Under Management
$500M–$1B
Employees
9
Office Locations
2 offices
Total Accounts
2222

About the firm

Midwest Financial Partners is a small independent RIA firm committed to serving clients personally. They get to know clients, their dreams, and goals to help them make informed decisions for the future. Midwest Financial Group, LLC was named one of the fastest growing independent RIA firms in the state of Kansas by Citywire RIA magazine.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable Organizations

Areas of expertise

IRA Rollovers401k PlansLife InsuranceLong-term CareCollege FundingLegacy PlanningEstate PlanningRetirement PlanningFinancial PlanningIndependent RIA

Services

IRA rollovers, 401K plans for small businesses, life insurance, long-term care planning, college funding plans (529 Plans, Coverdell ESA, UTMA), and legacy/estate planning.

estate_planninginsurance

Who they serve

Individuals and families at various life stages, including those starting to save, building wealth, planning for college, managing long-term care, and leaving a legacy, as well as small business owners.

Client segmentClientsAssets managed
Individuals (Non-HNW)727$138M
High Net Worth Individuals204$414M
Charitable Organizations19$6.2M
State/Municipal Entities5

0 total clients reported on Form ADV.

Leadership

Leigha Ann Shepard
MEMBER, MANAGER, CHIEF COMPLIANCE OFFICER
Cole Stephen Reichle
MEMBER, MANAGER
Steven Dennis Reichle
MEMBER, MANAGER
Richard K Ryan
MEMBER, MANAGER

Office locations

2 offices in 1 state
KS
OVERLAND PARKHQ
KS
TOPEKA

Advisors at this firm

11 advisors in the directory

Regulatory & compliance

CRD number
#175288
SEC Number
801-81177
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of February 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MIDWEST FINANCIAL GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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