SR
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Steven Reichle

21 Years of Experience
Topeka, KS
Sells Insurance

Steven Reichle is a registered investment advisor at Midwest Financial Group LLC, based in Topeka, KS, with 21 years of industry experience. Steven 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
955 clients
Average Client Portfolio
$593K average
Assets Under Management
$566.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiated prior to the engagement at a rate not to exceed 1.5% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7630 SW 21st Street, Topeka, KS, 66615

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Steven is an independent insurance agent since 2004, providing non-investment related insurance products. He is also co-owner of Wealth Street Partners LLC, a family-owned private investment entity, and involved with a local community bank, college foundation, church, and commercial office ownership entity.

Employment History
Current Registrations
Midwest Financial Group LLC
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
Vsr Advisory Services
November 2004 - May 2015 · 10 yrs 6 mos
State Registrations2 states
KSTX
Advisor

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
No exam information available for this advisor.
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