Cole Reichle
Cole Reichle is a registered investment advisor at Midwest Financial Group LLC, based in Overland Park, KS, with 17 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, 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
MFG offers investment management services where fees are negotiated and will not exceed 1.5% of the value of your portfolio. Fees are calculated and charged quarterly, based on the average daily balance of your investments during the previous quarter.
Location
7400 W 130th Street, Suite 100, Overland Park, KS, 66213
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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
Cole owns CTrain LLC, a non-investment related tax entity, and is a co-owner of Wealth Street Partners LLC, a family-owned private investment entity. Cole is also an independent insurance agent since 2008, providing non-investment related insurance products and services.
Employment History
Current Registrations
Midwest Financial Group LLC
Previous Registrations
Vsr Advisory Services
Morgan Stanley & CO. Incorporated
State Registrations2 states
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