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Midwest Trust

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About Midwest Trust

Midwest Trust is a financial services firm specializing in wealth management, trust and estate services, and integrated wealth planning. It operates from Overland Park, Kansas, offering investment management, asset allocation, retirement planning, charitable services, and family office solutions to individuals and families seeking to grow and sustain their wealth. The company presents a range of wealth and retirement planning resources and emphasizes fiduciary-driven guidance to help clients meet their long-term goals.

Recent News

Recent Deals

No recent deals for this company.

Key Team Members

Bradley Bergman, JD

Chief Executive Officer, Chairman of the Board

David Yost, JD

President, Trust Officer

Kurt Clausing, JD

Senior Vice President, Trust Officer

Katherine Stinson, JD

Vice President, Trust Officer

Robert Morrison, Jr.

Managing Director

Key Facts

HQ Location

Overland Park, United States

Founded

1993

Employees

51 - 200

Status

Private

Website

https://midwesttrust.com