Richard
Ryan
Midwest Financial Group LLC
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About this Advisor
Richard Ryan is a certified financial planner and chartered financial consultant based out of Overland Park, Kansas with a total of 8 years of relevant experience. Ryan works at Midwest Financial Group LLC. Their career trajectory has included roles at Vsr Financial Services, Inc, Vsr Advisory Services, Alpha Asset Management and Midwest Financial Group LLC. Ryan holds a Series 63 license, qualifying them as a securities representative, and is able to work in Kansas and Texas. Midwest Financial Group LLC is a financial advisory business operating out of Overland Park, KS. The company has a total of 10 advisors. It handles $366 million in assets under management among its 2,000 accounts, placing it among the larger firms in the country by assets under management. Of its 2,000 customer accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on the type of services offered. However, fee types billed by Midwest Financial Group LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Midwest Financial Group LLC Brokerage Details
$366,228,804
10
2,000
$183,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Richard Ryan Work History
Richard has been registered as a financial advisor for 8 years.*
Midwest Financial Group LLC
Vsr Advisory Services
Vsr Financial Services, Inc
Alpha Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Ryan 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
Topeka, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
