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2909 Sw Maupin Lane, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-05-13 |
| TX | RA | APPROVED | 2020-03-31 |
| KS | RA | APPROVED | 2020-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Tax & Financial | Topeka | KS | 03/2007 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 03/2012 | 01/2020 |
| Midwest Wealth Management Inc. | Topeka | KS | 05/2017 | Present |
| Midwest Wealth Management Inc. | Topeka | KS | 01/2020 | Present |
1) Midwest Wealth Management Inc.; Topeka, KS 66614; Owner; Financial Planning; Start Date 10/2016 2) Midwest Tax & Financial Inc; Investment-related; TOPEKA, KA. SALES OF FIXED INSURANCE, FIXED INCOME PRODUCTS, AND TAX SERVICES; started 03/2007; approximate 80 hours per month all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-16 |
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