Colby Nathaniel Leach

Employer firm

Midwest Wealth Management Inc CRD 306973

$230.0K regulatory AUM 256 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Midwest Wealth Management Inc

2909 Sw Maupin Lane, Topeka, KS 66614 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2023-02-10
MO	RA	APPROVED	2023-02-10

KS RA
APPROVED

Since 2023-02-10
MO RA
APPROVED

Since 2023-02-10

Branch Locations

2909 Sw Maupin Lane, Topeka, KS 66614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Midwest Wealth Management Inc.	Topeka	KS	02/2023	Present
Midwest Tax & Financial Inc.	Topeka	KS	01/2005	Present
Midwest Tax & Financial Inc.	Topeka	KS	08/2004	Present

02/2023 → Present

Midwest Wealth Management Inc.

Topeka, KS
01/2005 → Present

Midwest Tax & Financial Inc.

Topeka, KS
08/2004 → Present

Midwest Tax & Financial Inc.

Topeka, KS

Other Businesses

MIDWEST TAX & FINANCIAL INC.; INV REL; TOPEKA, KS; TAX PREPARER/INSURANCE AGENT; INSURANCE SALES AND SERVIVCES/TAX SERVICES; APPROX 80 HRS/MO ALL DURING TRADING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-01-26

S65 Uniform Investment Adviser Law Examination

2023-01-26

View on SEC IAPD

Employer firm

Current Employers

Midwest Wealth Management Inc

Disclosures

Employment History

Other Businesses

Exams

Nearby Firms

Nearby Investors

Nearby Offices

Reviews