Welcome to MS Financial Resources
A division of Midwest Financial Group LLC an SEC registered investment advisor.
Thank you for visiting our website. Here you can find out more about our team, services, and the value we provide when it comes to your financial matters. Simply put, we take the time to get to know our clients, not just their assets. We value a long-term partnership by providing meaningful ongoing reviews. Also, we provide our clients with information not only on financial matters, but other topics of interest.
We Know You!
We take the time to get to know our clients and go out of our way to make them feel comfortable at all times.
We Value You!
We value a long-term partnership with our clients and promise to provide meaningful, ongoing reviews.
We Educate You!
We continually educate our clients about changes in the financial world by hosting workshops and events.
(913) 529-2304
Address: 7400 W 130th Street, Suite #100 Overland Park, KS 66213
MS Financial Resources is a division of Midwest Financial Group LLC an SEC registered investment adviser.
As a registered investment adviser, we are now required to provide clients a new Client Relationship Summary document knows as “Form CRS”. This new form, which is available here, is the third part of our Form ADV investment adviser registration statement, so it is also referred to at times as “Form ADV Part 3”.
The purpose of the form is to provide clients with clear and succinct information regarding key aspects of investment advisory and brokerage relationships. The new form includes summarized information about services we provide, fees we charge, how our advisors are compensated, industry practices, etc. It also references where you can find additional information in our Form ADV Part 2 Disclosure Brochure, which we can provide you at any time free of charge, is posted at the website indicated on the Client Relationship Summary or you can access the SEC’s Investment Adviser Public Disclosure (IAPD) system at www.adviserinfo.sec.gov.
We appreciate the opportunity to serve you and welcome any questions you have about our firm or about your account.