Midwest Financial Group’s Awards, Honors & Designations

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.

ChFC/CLU Designations   

Certified Financial Planner  Certification

Certified Financial Fiduciary® 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®, Certified Financial Fiduciary, and Chartered Life Underwriter®.

Forbes Finance Council Member

Forbes Finance Council is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.


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.

Privacy Policy (http://www.commonwealth.com/clients/media/Privacy_Policy_Statement.pdf)