Jon
Grams
Midwest Financial Group LLC
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About this Advisor
Jon Grams is a financial advisor based in Overland Park, Kansas with 7 years of relevant experience. Grams is currently employed by Midwest Financial Group LLC. Throughout their career, they have worked at Vsr Financial Services Inc, Jon Grams And Associates, Inc, Vsr Advisory Services, Inc and Midwest Financial Group, LLC. Grams has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Kansas. Midwest Financial Group LLC is an advisory company headquartered in Overland Park, KS. The company has a total of 10 employees. It oversees $366 million in total assets among its 2,000 client accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,000 customer accounts, 19% belong to high-net-worth individuals who have greater than $1 million in investable assets. Midwest Financial Group LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types charged by Midwest Financial Group LLC may include any combination 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
Jon Grams Work History
Jon has been registered as a financial advisor for 7 years.*
Midwest Financial Group, LLC
Jon Grams And Associates, Inc
Vsr Advisory Services, Inc
Vsr Financial Services Inc
*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 Jon Grams 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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