Leigha Shepard
Midwest Financial Group · Overland Park, Kansas
Leigha Shepard is a fee-only financial advisor at Midwest Financial Group in Overland Park, Kansas. 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 |
| SEC registration | Investment adviser representative in KS, TX · CRD 2479376 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | midwestfinancialkc.com |
How Leigha'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 Leigha
Is Leigha Shepard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leigha 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 Leigha charge for financial advice?
Leigha's firm, Midwest Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leigha Shepard based?
Leigha Shepard is based in Overland Park, Kansas.
Is Leigha Shepard registered with the SEC?
Yes. Leigha Shepard is registered as an investment adviser representative in KS and TX (CRD 2479376), 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 Leigha Shepard?
Through Leigha'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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