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Donald James Phillips

GREATER MIDWEST FINANCIAL GROUP, LLC·SAINT PAUL, Minnesota
Clean recordGREATER MIDWEST FINANCIAL GROUP, LLC
3222 RICE ST., SAINT PAUL, MN 55126CRD# 1194732Firm CRD# 324387

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald James Phillips · SAINT PAUL, MN
Registration
CRD #1194732 · GREATER MIDWEST FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald James Phillips is a registered financial advisor based in SAINT PAUL, Minnesota, affiliated with GREATER MIDWEST FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GREATER MIDWEST FINANCIAL GROUP, LLC
GREATER MIDWEST FINANCIAL GROUP, LLC
AUM
$424M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at GREATER MIDWEST FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1194732
Firm CRD# 324387
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald James Phillips offer?
Donald James Phillips specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT PAUL, Minnesota for a consultation.
What are Donald James Phillips's credentials?
Donald James Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald James Phillips located?
Donald James Phillips is based in SAINT PAUL, Minnesota, working with GREATER MIDWEST FINANCIAL GROUP, LLC. Their office serves clients in the SAINT PAUL metropolitan area and surrounding communities.
How does Donald James Phillips charge for services?
Donald James Phillips's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREATER MIDWEST FINANCIAL GROUP, LLC?
GREATER MIDWEST FINANCIAL GROUP, LLC has approximately 12 employees and manages $424M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREATER MIDWEST FINANCIAL GROUP, LLC

Jacob Michael Kogler
SAINT PAUL, MN
James William Ronn
SAINT PAUL, MN
Robert James Phillips
SAINT PAUL, MN

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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)MAPLE GROVE (23)
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Research
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