SR
Steven D. Reichle
MIDWEST FINANCIAL GROUP LLC
Topeka, KS 66213
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CRD#: 4841012
SR
Professional summary
Steven Dennis Reichle is a registered financial advisor currently at MIDWEST FINANCIAL GROUP LLC located in Topeka, Kansas.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Steven has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. SELF EMPLOYED AS INDEPENDENT INSURANCE AGENT SINCE 2004 PROVIDING NON-INVESTMENT RELATED INSURANCE PRODUCTS AND SERVICES AS NEEDED DURING REGULAR BUSINESS HOURS. (MAILING ADDRESS: 7630 SW 21ST STREET, TOPEKA, KS 66615). 2.CO-OWNER OF WEALTH STREET PARTNERS LLC, A FAMILY OWNED PRIVATE INVESTMENT ENTITY ORGANIZED IN 2012. (MAILING ADDRESS: 13220 METCALF AVENUE, SUITE 180, OVERLAND PARK, KS, 66213). 3. DIRECTOR OF VISION BANKING, A NON INVESTMENT RELATED LOCAL COMMUNITY BANK, A POSITION HELD SINCE 2003, WITH PARTICIPATION GENERALLY OUTSIDE OF REGULAR BUSINESS HOURS. (MAILING ADDRESS: 712 S. KANSAS AVE, TOPEKA, KS 66603) 4. BOARD MEMBER OF HIGHLAND COMMUNTIY COLLEGE FOUNDATION, A NON INVESTMENT RELATED COLLEGE, A POSITION HELD SINCE 2009, WITH PARTICIPATION GENERALLY OUTSIDE OF REGULAR BUSINESS HOURS. (MAILING ADDRESS: 606 W. MAIN, HIGHLAND, KS 66035) 5. TREASURER OF SUSANNA WESLEY UNITED METHODIST CHURCH, A NON INVESTMENT RELATED LOCAL CHURCH, A POSITION HELD SINCE 2004, WITH PARTICIPATION GENERALLY OUTSIDE OF REGULAR BUSINESS HOURS. (MAILING ADDRESS: 7433 S. W. 29TH, TOPEKA, KS 66614) 6. CO-OWNER OF CHURCHILL OFFICE PARK, LLC, A NON INVESTMENT RELATED COMMERCIAL OFFICE OWNERSHIP ENTITY, A OWNED SINCE 2022, WITH MOST BUSINESS GENERALLY CONDUCTED OUTSIDE OF REGULAR BUSINESS HOURS. (MAILING ADDRESS: 7630 SW 21ST STREET, TOPEKA, KS 66615).
CRS (Client Relationship Summary) - RIA
Click below to view Steven Dennis Reichle's 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®
NoneExperience
Current
May 11, 2015 - Present
MIDWEST FINANCIAL GROUP LLC
Office #1: 7630 Sw 21st Street, Topeka, KS 66213RIA
CRD#: 175288
Topeka, KS
Past
November 29, 2004 - May 11, 2015
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
TOPEKA, KS
Past
October 22, 2004 - May 11, 2015
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
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(5/11/2015)
IAR
Texas(1/3/2022)
Exams
State Security Law 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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 2,328 |
| AUM (Assets Under Management) | $ 477,818,932 |
Red Flags
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