Allen
Joy
Midwest Financial Group LLC
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About this Advisor
Allen Joy is a financial advisor based in Overland Park, Kansas, working with Midwest Financial Group LLC. Allen has previously held positions at Joy & Company, National Planning Corporation, Midwest Financial Group, LLC, and Mikoleit, Inc. Allen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, Allen is part of Midwest Financial Group LLC, which operates out of Overland Park, Kansas. The firm has 1 office and 7 employees. The firm manages assets totaling $433.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Midwest Financial Group LLC includes asset-based, hourly, and fixed fees.
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Midwest Financial Group LLC Brokerage Details
$433,723,517
7
2,315
$187,354
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Allen Joy Work History
Mikoleit, Inc
Midwest Financial Group, LLC
National Planning Corporation
Joy & Company
Disclosures
Please visit the SEC profile of Allen Joy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Midwest Financial Group LLC
Overland Park, KS
Overland Park, KS
Topeka, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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