MID-AMERICAN WEALTH ADVISORY GROUP

7505 Nw Tiffany Springs Parkway
4th Floor
Kansas City, Missouri 64153
Tel: 816-640-5888

About MID-AMERICAN WEALTH ADVISORY GROUP

MID-AMERICAN WEALTH ADVISORY GROUP, formally registered with the SEC as MID-AMERICAN WEALTH ADVISORY GROUP. The firm was established in 04/30/2021. They have over 2 offices throughout the country.

MID-AMERICAN WEALTH ADVISORY GROUP is a Kansas City, Missouri based Financial Planning firm with nearly $283,258,030 assets under management, offering retirement planning & investment advisory services to 2079 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301621
SEC#	801-121111
Assets Managed by Firm	$283,258,030
No. of Clients	2079
No. of Advisors	19

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2079	$283,258,030
Individuals (other than high net worth individuals)	884	$203,681,947
High net worth individuals	52	$78,300,472
Corporations or other businesses	Fewer than 5 clients	$1,275,611

More Retirement Planning firms in Kansas City, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

Explore More Retirement Advisors in Kansas City, Missouri

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.