Greater Midwest Financial Group, LLC

Greater Midwest Financial Group, LLC (CRD# 324387) is a financial advisory firm headquartered in Saint Paul, MN. They manage $424,484,981 in 2,204 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3222 Rice St., Saint Paul, MN 55126
https://www.greater-midwest.com
By the Numbers
  • Total Assets Under Management
    424
    MILLION
  • Total Number of Accounts
    2,204
    ACCOUNTS
  • Average Account Value
    $192,598
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, MN, ND, NE, TX

Financial Advisors at Greater Midwest Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jacob Kogler, financial advisor Saint Paul MN
Jacob M. Kogler
CRD#: 6129250
3222 Rice St., Saint Paul, MN 55126

Jacob Kogler (CRD# 6129250) is an Investment Advisor Representative working at Greater Midwest Financial Group, LLC in Saint Paul, MN and has over 10 years of experience in the finance industry.

2
Donald Phillips, financial advisor Saint Paul MN
Donald J. Phillips
CRD#: 1194732
3222 Rice St., Saint Paul, MN 55126

Donald Phillips (CRD# 1194732) is an Investment Advisor Representative working at Greater Midwest Financial Group, LLC in Saint Paul, MN and has over 40 years of experience in the finance industry.

3
Robert Phillips, financial advisor Saint Paul MN
Robert J. Phillips
CRD#: 5692579
3222 Rice St., Saint Paul, MN 55126

Robert Phillips (CRD# 5692579) is an Investment Advisor Representative working at Greater Midwest Financial Group, LLC in Saint Paul, MN and has over 13 years of experience in the finance industry.

4
James Ronn, financial advisor Saint Paul MN
James W. Ronn
CRD#: 2596428
3222 Rice St., Saint Paul, MN 55126

James Ronn (CRD# 2596428) is an Investment Advisor Representative working at Greater Midwest Financial Group, LLC in Saint Paul, MN and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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