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GREATER MIDWEST FINANCIAL GROUP, LLC
GREATER MIDWEST FINANCIAL GROUP, LLC
SAINT PAUL, Minnesota
·
4 registered advisors
·
CRD# 324387
SEC# 801-127206
0
651-490-9790
01
Firm Overview
AUM
$424M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GREATER MIDWEST FINANCIAL GROUP, LLC
4 registered advisors
Donald James Phillips
SAINT PAUL, Minnesota
CRD# 1194732
Jacob Michael Kogler
SAINT PAUL, Minnesota
CRD# 6129250
James William Ronn
SAINT PAUL, Minnesota
CRD# 2596428
Robert James Phillips
SAINT PAUL, Minnesota
CRD# 5692579
05
Office Locations
SAINT PAUL, Minnesota
4 advisors
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Data sourced from SEC Form ADV filings. GREATER MIDWEST FINANCIAL GROUP, LLC (CRD# 324387) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.