Unclaimed Profile

Jacob Michael Kogler

GREATER MIDWEST FINANCIAL GROUP, LLC·SAINT PAUL, Minnesota

Clean recordGREATER MIDWEST FINANCIAL GROUP, LLC

3222 RICE ST., SAINT PAUL, MN 55126CRD# 6129250Firm CRD# 324387

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Michael Kogler · SAINT PAUL, MN

Registration

CRD #6129250 · GREATER MIDWEST FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jacob Michael Kogler 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GREATER MIDWEST FINANCIAL GROUP, LLC

AUM

$424M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6129250

Firm CRD# 324387

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Frequently Asked Questions

What services does Jacob Michael Kogler offer?

Jacob Michael Kogler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT PAUL, Minnesota for a consultation.

What are Jacob Michael Kogler's credentials?

Jacob Michael Kogler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Michael Kogler located?

Jacob Michael Kogler 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 Jacob Michael Kogler charge for services?

Jacob Michael Kogler'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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