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Matt Cuplin, CFP® CERTIFIED FINANCIAL PLANNER™

Midwest Financial Group

1806 Seminole Highway

Madison, WI 53711
(608) 8074775

Your Financial Freedom.

About Midwest Financial Group

We are a financial and insurance services firm committed to helping people pursue and protect their financial goals and have been helping individuals, families and business owners since 1991. Our approach starts first and foremost with creating a written plan to help guide our decisions.

We provide great service:

Our entire team of financial advisors and staff are dedicated to our client's success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our client's expectations every single day.

We educate:

We do much more than managing our client's money. We help them build a path to financial success and the realization of their life goals through ongoing education and behavioral coaching.

We give back:

We are a locally-owned firm dedicated to giving back to our community through our charitable arm and endeavor, The SPARK Society (www.sparksociety.net), sponsorship of the Profesional Fire Fighters of Wisconsin, Inc Burn Ball, and ongoing support of numerous charities and community organizations.

General Information

Firm Start Year

1991

No.of Employees

10-19

CRD#

5422602

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial

Name of Custodial Firm

National Financial Services

Years of Experience in Financial Services

29

Number of Years with Current Firm

3

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Financial Fiduciary┬«, Certified Financial Planner (CFP™)

Securities Licenses

Series 66, Series 7, Series 63

Insurance and Annuity Licenses

Disability, Long Term Care, Health, Life, Medicare Suppliment

Financial Organization Memberships

Million Dollar Roundtable, Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)

Disclosures

Disclaimer

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, ME, MI, MN, MO, MT, NC, OH, OR, SD, TN, 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 FINRA/SIPC, a Registered Investment Adviser.