Nathan Mikoleit
Midwest Financial Group · Topeka, Kansas
Nathan Mikoleit is a fee-only financial advisor at Midwest Financial Group in Topeka, 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 | Topeka, 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 7128409 |
| Exams passed | Series 63 (2019) · Series 65 (2020) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | midwestfinancialkc.com |
How Nathan'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 Nathan
Is Nathan Mikoleit a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan 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 Nathan charge for financial advice?
Nathan's firm, Midwest Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Mikoleit based?
Nathan Mikoleit is based in Topeka, Kansas.
Is Nathan Mikoleit registered with the SEC?
Yes. Nathan Mikoleit is registered as an investment adviser representative in KS and TX (CRD 7128409), 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 Nathan Mikoleit?
Through Nathan's website, midwestfinancialkc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Topeka
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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