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Cole S. Reichle

MIDWEST FINANCIAL GROUP LLC
Overland Park, KS 66213
Some features on this profile are disabled
CRD#: 5493357
CR

Professional summary

Cole Stephen Reichle is a registered financial advisor currently at MIDWEST FINANCIAL GROUP LLC located in Overland Park, Kansas.

Cole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Cole has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

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. OWNER OF CTRAIN LLC, WHICH IS A NON INVESTMENT RELATED TAX ENTITY ORGANIZED IN 2012 (MAILING ADDRESS: 7400 W 130TH STREET, SUITE 100, OVERLAND PARK, KS 66213). 2. SELF EMPLOYED AS INDEPENDENT INSURANCE AGENT SINCE 2008 PROVIDING NON-INVESTMENT RELATED INSURANCE PRODUCTS AND SERVICES AS NEEDED DURING REGULAR BUSINESS HOURS. (MAILING ADDRESS: 7400 W 130TH STREET, SUITE 100, OVERLAND PARK, KS, 66213). 3.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).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cole Stephen Reichle'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

May 11, 2015 - Present

MIDWEST FINANCIAL GROUP LLC

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

September 16, 2008 - May 11, 2015

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
OVERLAND PARK, KS
Past

September 16, 2008 - May 11, 2015

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

June 17, 2008 - September 16, 2008

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
OVERLAND PARK, KS
Past

April 23, 2008 - September 16, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
OVERLAND PARK, 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
(5/14/2015)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/14/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/11/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/6/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 4/22/2008
General Securities Representative Examination

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)
MFG ADV PART 2A APPENDIX (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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