GREATER MIDWEST FINANCIAL GROUP, LLC

SAINT PAUL, Minnesota·4 registered advisors·CRD# 324387
SEC# 801-1272060651-490-9790
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 PlanningInvestment ManagementWealth Management
04

Advisors at GREATER MIDWEST FINANCIAL GROUP, LLC

4 registered advisors
Donald James Phillips
SAINT PAUL, Minnesota
Jacob Michael Kogler
SAINT PAUL, Minnesota
James William Ronn
SAINT PAUL, Minnesota
Robert James Phillips
SAINT PAUL, Minnesota
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.