Richard Ryan
Richard Ryan is a CFP, ChFC-designated registered investment advisor at Midwest Financial Group LLC, based in Overland Park, KS, with 45 years of industry experience. Richard 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Richard is self-employed as an independent insurance agent since 2014, offering non-investment related insurance products. He also serves on the finance committee and as a non-voting emeritus board member of the Kansas Masonic Foundation, a charitable organization.
Employment History
Current Registrations
Midwest Financial Group LLC
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Ofg Financial Services, INC.Broker
Ofg Financial Services, INC.
Sbl Planning, INC.Broker
Security Distributors, INC.Broker
Seligman Distributors, INC.Broker
Security Distributors, INC.Broker
Sbl Planning, INC.Broker
State Registrations2 states
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.