Jon Grams
Jon Grams is a registered investment advisor at Midwest Financial Group LLC, based in Overland Park, KS, with 14 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 955 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated prior to the engagement at a rate not to exceed 1.5% annually.
Fee Estimator
Location
7400 W 130th Street, Suite 100, Overland Park, KS, 66213
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is an insurance agent for Carpenter & Co Insurance, selling property and casualty insurance, dedicating about 10-20% of his time. He also works as a sales representative for Broker Source, selling group health insurance, which takes up about a third of his time. Additionally, Jon volunteers as a mentor coordinator for Johnson County Veteran's Treatment Court, spending a few hours per week.
Employment History
Current Registrations
Midwest Financial Group LLC
Previous Registrations
Vsr Advisory Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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