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.

Top 40 Under 40 Award (2005 and 2016)

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.

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.

CFP®, ChFC®, and CLU® Designations

In addition to CERTIFIED FINANCIAL PLANNER™ designations, 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.

Securities and advisory services offered through SII investments, Inc (SII), member FINRA/SIPC and a Registered Investment Advisor. SII and Midwest Financial Group, Inc are separate and unrelated companies.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (BD) or Registered Investment Advisor (IA) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. SII does not provide tax or legal advice.

SII Privacy Policy