Midwest Financial Group’s Awards, Honors & Designations

Million Dollar Round Table (18 years)

Founded in 1927, the Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world’s leading life insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.

*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria; in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit www.mdrt.org.


Top 4 Under 40 Award 2016* & 2017**

The Forty Under 40 Award honors outstanding professionals age 40 or under who have risen to the top of their industry while also being involved in their communities. Judging is based on the criteria of success in practice, continuing education, industry involvement and community involvement.

*Working with this advisor is not a guarantee of future financial results.

Leadership Roles with NAIFA (President, Board of Directors)

The National Association of Insurance and Financial Advisors (NAIFA) comprises nearly 800 state and local associations representing the business interests of 225,000 members. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Certified Financial Planner®  Certification

ChFC® and CLU® Designations

In addition to CERTIFIED FINANCIAL PLANNER certification, we have also worked hard to achieve additional status as a Chartered Financial Consultant® and Chartered Life Underwriter®.

S.P.A.R.K. Society Logo

Midwest Financial Group is proud to sponsor the S.P.A.R.K. Society,
where a small spark can ignite positive change.
Click here to learn more.

 Million Dollar RoundTableMembership inclusion is based upon eligible commissions from fixed/variable products, eligible premiums or annual gross income. For more information, please visit www.mdrt.org.

** “4 Under 40” Award Recipient for Advisors in the United States – 2017 NAIFA, https://www.advisortoday.com/2017/08/16/4u40/ (43 were nominated and 4 awarded)
* “4 Under 40” Award Recipient for Advisors in the State of Wisconsin – 2016 NAIFA, http://naifawisconsin.org/news/news.asp?id=278130 (11 were nominated and 4 awarded)

This list of considerations is not exhaustive. Your decision whether or not to roll over your assets from an employer-sponsored plan into an IRA should be discussed with your financial advisor and your tax professional. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, IN, KY, ME, MI, MN, MO, MT, NC, NJ, NV, OH, OR, PA, TX, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, member http://www.finra.org / http://www.sipc.org, a Registered Investment Adviser.

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