Midwest Financial Group

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 Insurance
Monetary 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 Contact
Matt Cuplin, Cfp ® Ceo/president, Certified Financial
Email Phone
Kari Apel, Cpa Chief Financial Officer and Cpa
Email Phone
Jackie Frazee Chief Operating Officer at Midwest
Email
Scott Wieland Employee Benefit Specialist at Midwest
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 Email Phone
Finance 7 7 3
Executive 2 2 1
General 1 1 0

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