Nathan Mikoleit
Nathan Mikoleit is a registered investment advisor at Midwest Financial Group LLC, based in Topeka, KS, with 6 years of industry experience. Nathan 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
7630 SW 21st Street, Topeka, KS, 66612
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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
Nathan is the Managing Member and President of Mikoleit Agency, LLC, an insurance business, and the Managing Member of Mikoleit ERC, LLC, a consulting business. He also owns a marketing company, has minority ownership in an automobile accessories business and a restaurant, dedicating minimal time to each.
Employment History
Current Registrations
Midwest Financial Group LLC
Previous Registrations
Gradient Advisors, LLC
Security DistributorsBroker
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.
Exams
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