Midwest Financial Group
Financial Services
Madison, Wi, United States
37 employees
- Employees
- 37
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Midwest Financial Group Overview
- Headquarters
- Madison, Wi, United States
- Website
- mfgteam.com
- Industry
- Financial Services
- Employees
- 37
- Founded
- 1991
- Funding
- 3
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Midwest Financial Group
Welcome to Midwest Financial Group We hope your visit to Midwest Financial Group will help you understand the opportunities and potential benefits that are available when you take a proactive approach to your personal financial situation. Midwest Financial Group is a growing independent financial planning and employee benefits firm. We are focused on managing the complexity of your financial life. Our clients’ personal investment goals may include planning for a comfortable retirement with a dependable and predictable monthly income. Other goals might be providing a college education for a child or grandchild or saving to purchase a home. Business clients may need sensible and affordable employee benefit options to recruit and retain quality employees. They may also need a properly designed retirement plan to allow employees to build personal wealth. Midwest Financial Group also helps provide greater peace of mind though our risk management solutions. Too often a death, disability or the need for extended, specialized long-term care leads to financial hardship. Properly insuring against an unexpected tragic event can be the foundation of a solid financial plan. If any of these needs sound familiar, let’s create a customized solution together. Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Midwest Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Midwest Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matt Cuplin, Cfp ® | Ceo/president, Certified Financial | Madison, Wisconsin, United States |
Email
Phone
|
| Kari Apel, Cpa | Chief Financial Officer and Cpa | Prairie Du Sac Town, Wisconsin, United States |
Email
Phone
|
| Jackie Frazee | Chief Operating Officer at Midwest | Madison, Wisconsin, United States |
Email
|
| Scott Wieland | Employee Benefit Specialist at Midwest | Greater Madison Area, United States |
Email
Phone
|
Employees by Management Level
Executive
4 profiles
Individual contributor
4 profiles
Associate / junior
2 profiles
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 7 | 7 | 3 |
| Executive | 2 | 2 | 1 |
| General | 1 | 1 | 0 |
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