Heather Sullivan
Midwest Financial Group · Overland Park, Kansas
Heather Sullivan is a fee-only financial advisor at Midwest Financial Group in Overland Park, Kansas, who holds the CFP credential. Midwest Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Midwest Financial Group |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $566.1M across 2,222 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 6062313 |
| Exams passed | Series 66 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | midwestfinancialkc.com |
How Heather's firm compares
- Midwest Financial Group's average account is about $255,000, from its Form ADV (assets managed divided by 2,222 accounts).
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Questions about Heather
Is Heather Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Midwest Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heather charge for financial advice?
Heather's firm, Midwest Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Heather Sullivan based?
Heather Sullivan is based in Overland Park, Kansas.
What credentials does Heather Sullivan hold?
Heather Sullivan holds the CFP credential.
Is Heather Sullivan registered with the SEC?
Yes. Heather Sullivan is registered as an investment adviser representative in KS and TX (CRD 6062313), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Midwest Financial Group manage?
Midwest Financial Group reports $566.1M across 2,222 accounts in assets under management.
How do I contact Heather Sullivan?
Through Heather's website, midwestfinancialkc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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