CRD: 175288
Midwest Financial Group LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-27-2015
- Office Locations
- 4
Office Locations
About Midwest Financial Group LLC
Midwest Financial Partners (Midwest Financial Group, LLC) is a Kansas-based independent RIA providing holistic financial planning for individuals, families, and business owners—covering retirement, education/529, insurance, tax, estate and legacy planning, and portfolio construction. Investment implementation includes asset allocation using ETFs and mutual funds. Citywire recognized the firm as a fast-growing independent RIA in Kansas.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
COLE STEPHEN REICHLE
Manager
- CRD
- #5493357
- Ownership
- 25% but less than 50%
STEVEN DENNIS REICHLE
Investment Advisor Representative, Manager
- CRD
- #4841012
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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JON DOERING GRAMS
--
- CRD
- #2401124
ALLEN H JOY
Owner
- CRD
- #1007279
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $559,354,348 | $265,348 |
| Non-Discretionary | $6,727,531 | $59,013 |
| Total | $566,081,879 | $254,762 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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