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MIDWEST FINANCIAL GROUP LLC

OVERLAND PARK, KS · CRD 175288 · IAPD ↗ · midwestfinancialkc.com · 913-696-0041

$566.1MRegulatory AUM
9Advisory reps
9Employees
0Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — MIDWEST FINANCIAL GROUP LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — MIDWEST FINANCIAL GROUP LLC crossed $500M in regulatory AUM ($477.8M -> $566.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
August 2024 — MIDWEST FINANCIAL GROUP LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — MIDWEST FINANCIAL GROUP LLC shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.