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7400 W 130Th Street, Suite 100, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-03 |
| KS | RA | APPROVED | 2015-05-19 |
Branch Locations
7400 W 130Th Street, Suite 100, Overland Park, KS 66213 • United States
7630 Sw 21St Street, Topeka, KS 66615 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Asset Management | Topeka | KS | 04/2004 | 06/2019 |
| Midwest Financial Group Llc | Overland Park | KS | 03/2015 | Present |
1. SELF EMPLOYED AS INDEPENDENT INSURANCE AGENT SINCE 2014 PROVIDING NON-INVESTMENT RELATED INSURANCE PRODUCTS AND SERVICES AS NEEDED DURING REGULAR BUSINESS HOURS. (MAILING ADDRESS: 7630 SW 21ST STREET, TOPEKA, KS 66610). 2. TREASURER AND FINANCE COMMITTEE MEMBER AND NON-VOTING EMERITUS BOARD MEMBER OF KANSAS MASONIC FOUNDATION; A NON INVESTMENT RELATED CHARITABLE ORGANIZATION, AN AFFILIATION HELD SINCE 2006, WITH PARTICIPATION GENERALLY OUTSIDE OF REGULAR BUSINESS HOURS. (MAILING ADDRESS: 221 SW 33RD STREET, SUITE 100, TOPEKA, KS 66611).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-01-05 |
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