Midwest Financial Group Llc
- Regulatory AUM
- $566M
- Discretionary
- $559M
- Clients
- 955
- Avg AUM / client
- $593K
- Accounts
- 2,222
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 727 | $138M | 24.4% |
| High net worth individuals | 204 | $414M | 73.1% |
| Pension and profit sharing plans | 19 | $6.2M | 1.1% |
| Charitable organizations | 5 | $7.6M | 1.34% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cole Stephen Reichle | Member, Manager | Feb 2015 (12y) | 25% – 50% | |
| Leigha Ann Shepard | Member, Manager, Chief Compliance Officer | Feb 2015 (12y) | 25% – 50% | |
| Richard K Ryan | Member, Manager | CFP Chartered Financial Consultant | Feb 2015 (12y) | 25% – 50% |
| Steven Dennis Reichle | Member, Manager | Feb 2015 (12y) | 25% – 50% | |
| Heather Renee Sullivan | Registered representative | CFP | May 2015 (11y) | |
| Allen H Joy | Registered representative | Jan 2016 (11y) | ||
| Jon Doering Grams | Registered representative | Jul 2016 (10y) | ||
| Mitzi Nicole Swaffar | Registered representative | CFP | Dec 2019 (7y) | |
| Amanda Leah Russell | Registered representative | Aug 2020 (6y) | ||
| Nathan Fredrick Mikoleit | Registered representative | Aug 2021 (5y) | ||
| Michael John Meenen | Registered representative | CFP | Feb 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/28/2026 | 949 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $560M (99% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 28, 2026.
View current Form ADV (SEC/IAPD) ↗