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Midwest Financial's Investment Process*
Midwest Financial Advisors strives to provide the highest level of service by leveraging their customized investment process developed through years of financial experience.
Contact a specific advisor from the list below or simply contact our general office.




   
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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck. *Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA / SIPC  and registered investment advisor. All other services including health and traditional insurance services are offrred thrugh Midwest Financial Advisors, not affiliated with SagePoint Financial or registered as a broker dealer or investment advisor. This communication is strictly intended for individuals residing in the states of AZ,MI,CT,KY and FL. No offers may be made or accepted from any resident outside the specific states referenced.
                                       
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a sate by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.