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Ryan E. Winrick

MIDWEST FINANCIAL GROUP LLC
Overland Park, KS 66213
Some features on this profile are disabled
CRD#: 4646802
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Professional summary


Ryan Edward Winrick, who also goes by Ryan E. Winrick, is a registered financial advisor currently at MIDWEST FINANCIAL GROUP LLC located in Overland Park, Kansas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ryan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ryan E. Winrick

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SELF EMPLOYED AS INDEPENDENT INSURANCE AGENT SINCE 2025 PROVIDING NON-INVESTMENT RELATED INSURANCE PRODUCTS AND SERVICES AS NEEDED DURING REGULAR BUSINESS HOURS. (MAILING ADDRESS: 7400 W 130th Street, OVERLAND PARK, KS, 66213)

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan Edward Winrick's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 22, 2025 - Present

MIDWEST FINANCIAL GROUP LLC

Office #1: 7400 W 130th Street, Suite 100, Overland Park, KS 66213
RIA
CRD#: 175288
Overland Park, KS
Past

March 3, 2014 - November 4, 2024

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
OVERLAND PARK, KS
Past

October 16, 2009 - March 3, 2014

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
OVERLAND PARK, KS
Past

January 23, 2004 - October 21, 2009

SECURITY DISTRIBUTORS

BD
CRD#: 3336
TOPEKA, KS

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MIDWEST FINANCIAL GROUP LLC
ALPHA ASSET MANAGEMENT | MS FINANCIAL RESOURCES | MIDWEST FINANCIAL PARTNERS | MIDWEST FINANCIAL GROUP LLC | FRESH FINANCIAL PLANNING

CRD#: 175288 / SEC#: 801-81177

RIA
Registered Investment Advisory firm - (3/27/2015 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(8/22/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/22/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MF
MIDWEST FINANCIAL GROUP LLC
ALPHA ASSET MANAGEMENT | MS FINANCIAL RESOURCES | MIDWEST FINANCIAL PARTNERS | MIDWEST FINANCIAL GROUP LLC | FRESH FINANCIAL PLANNING

CRD#: 175288 / SEC#: 801-81177

RIA
Registered Investment Advisory firm - (3/27/2015 Approved)
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Contact information


Main Address
7400 W 130th Street, Suite 100, Overland Park, KS 66213
Mailing Address
Phone number
(913) 696-0041
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MFG ADV PART 2A (2/7/2025)

Regulatory assets under management


Total Number of Accounts2,328
AUM (Assets Under Management)$ 477,818,932

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MIDWEST FINANCIAL GROUP LLC

CRD#: 175288Overland Park, KS 66213

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