Nathan
Mikoleit

Midwest Financial Group LLC

CRD#7128409
Investment Advisor
in Topeka, KS

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About this Advisor

Nathan Mikoleit is a financial advisor based in Topeka, Kansas, working with Midwest Financial Group LLC. Nathan has previously held positions at Security Distributors, Mikoleit, Inc, Washburn Rural High School, Syaa, Washburn University, Gradient Advisors LLC, Security Benefit, Mikoleit Inc, and Midwest Financial Group LLC. Nathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Nathan is part of Midwest Financial Group LLC, which operates out of Topeka, 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.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7630 Sw 21St Street
Topeka, KS 66612

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Midwest Financial Group LLC Brokerage Details

Total Assets Under Management

$433,723,517

KS Average: $2,243,162,756
Total Number of Employees

7

KS Average: 44
Total Number of Accounts

2,315

KS Average: 4,091
Average Account Size

$187,354

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nathan Mikoleit Work History

2021 - Present (3 years)

Mikoleit Inc

2021 - Present (3 years)

Midwest Financial Group LLC

2021 - 2021 (< 1 year)

Gradient Advisors LLC

2019 - 2020 (1 year)

Security Distributors

2019 - 2019 (< 1 year)

Security Distributors

2019 - 2020 (1 year)

Security Benefit

2016 - 2019 (3 years)

Mikoleit, Inc

2016 - 2019 (3 years)

Washburn University

2012 - 2019 (7 years)

Syaa

2011 - 2016 (5 years)

Washburn Rural High School

Disclosures

Please visit the SEC profile of Nathan Mikoleit 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

Heather Sullivan
Overland Park, KS
Nathan Mikoleit
Topeka, KS
Mitzi Swaffar
Overland Park, KS
Michael Meenen
Overland Park, KS
Cole Reichle
Overland Park, KS
Amanda Russell
Overland Park, KS
Leigha Shepard
Overland Park, KS
Jon Grams
Overland Park, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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