What departments does Midwest Financial Group have?

Midwest Financial Group has employees across 6 departments including Finance, Operations, Administrative, Accounting, Marketing.

What is the largest department at Midwest Financial Group?

The largest department at Midwest Financial Group is Finance with 6 employees.

Where are Midwest Financial Group employees located globally?

Midwest Financial Group has employees across 2 continents and 2 countries including Pakistan, United States Of America.

How has Midwest Financial Group's team size changed over time?

Midwest Financial Group's team has grown from approximately 15 to 17 employees based on available data.

Midwest Financial Group Employee Directory

Q: Who are Midwest Financial Group's key employees and leadership?

Midwest Financial Group's key employees include: President/Ceo And Certified Financial Planner™ (cfp® ): M. C., Chief Operating Officer: J. F., President: M. C., President: M. C..

Financial ServicesWisconsin, United States11-50 Employees

Midwest Financial Group is an independent, full-service financial and tax planning firm serving individuals and small businesses. It emphasizes clarity, trust, and personalized guidance to help clients make values-aligned decisions, with recommendations informed by their goals, values, expectations, and risk tolerance. With specialists in financial planning, investments, retirement, tax planning, accounting, Medicare and health insurance, and small-business services such as benefits administration and business tax planning, the firm coordinates these areas to streamline clients' financial lives. The firm is based in Madison, Wisconsin, and operates as a mid-sized practice within the financial services industry. Advisory services are offered through Commonwealth Financial Network, a registered investment adviser, while tax preparation is provided by Midwest Financial Group, Inc.; fixed insurance products and services are separate from Commonwealth. In September 2023, Midwest Financial Group was acquired by Modern Wealth Management.

Midwest Financial Group Global Highlights

North America
37

United States Of America
37

Asia
1

Pakistan
1

Midwest Financial Group's Leadership

J. F.
Chief Operating Officer
Mobile Phone
Email
M. C.
President/Ceo And Certified Financial Planner™ (cfp® )
Mobile Phone
Email
M. C.
President
Mobile Phone
Email
M. C.
President
Mobile Phone
Email
K. S.
Co Founder And Partner
Mobile Phone
Email
R. S.
Financial Planner - Founding Partner
Mobile Phone
Email
K. M.
Vice President
Mobile Phone
Email
J. W.
Office Manager
Mobile Phone
Email

Midwest Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Accounting
Other

Contact profiles from Midwest Financial Group

Name

Title

Contact Info

Location

Last Update

M. C.
President/Ceo And Certified Financial Planner™ (cfp® )
Mobile Phone
Email
United StatesWisconsin
Mar 05, 2024
J. F.
Chief Operating Officer
Mobile Phone
Email
United StatesWisconsin
Mar 24, 2026
K. S.
Co Founder And Partner
Mobile Phone
Email
United StatesKentucky
Apr 24, 2025
M. C.
President
Mobile Phone
Email
Oct 21, 2024
M. C.
President
Mobile Phone
Email
Oct 18, 2024
R. S.
Financial Planner - Founding Partner
Mobile Phone
Email
United StatesMinnesota
Oct 22, 2024
K. M.
Vice President
Mobile Phone
Email
Oct 18, 2024
J. W.
Office Manager
Mobile Phone
Email
United StatesWisconsin
Oct 17, 2024
E. I.
Senior Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 17, 2025
S. S.
Licensed Insurance Agent
Mobile Phone
Email
United StatesWisconsin
Oct 26, 2025

Frequently Asked Questions

What is Midwest Financial Group known for?

Midwest Financial Group was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 2924 Marketplace Drive Suite 200 Madison, Wisconsin 53719 United States; you can contact the main corporate office by phone at

+1-608-807-****

. Explore Midwest Financial Group's company overview page for more information.

What is Midwest Financial Group's most common email format?

Midwest Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Midwest Financial Group email formats with LeadIQ.

How many employees does Midwest Financial Group have currently?

Midwest Financial Group has approximately 37 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Midwest Financial Group's key employees and leadership?

As of June 2026, Midwest Financial Group's key employees include:

Chief Operating Officer: J. F.
President/Ceo And Certified Financial Planner™ (cfp® ): M. C.
President: M. C.
President: M. C.
Co Founder And Partner: K. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Midwest Financial Group Employee Directory

Find Midwest Financial Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead