Greater Midwest Financial Group, LLC
● SEC registered since 2023CRD 324387SEC# 801-127206Saint Paul, MN
Reg. AUM
$589.3M
Employees
13
Accounts
2,587
Location
Saint Paul, MN
Greater Midwest Financial Group, LLC assets under management
Greater Midwest Financial Group, LLC is a registered investment adviser overseen by the SEC based in Saint Paul, MN. The firm has been registered since 2023. It reports $589.3 million in regulatory assets under management and employs 13 people.
Greater Midwest Financial Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald James Phillips | Chairman And Member | Under 5% | 2022 |
| Jacob Michael Kogler Control | Member | Under 5% | 2024 |
| James William Ronn Control | Chief Executive Officer And Member | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Greater Midwest Financial Group, LLC manage?
Greater Midwest Financial Group, LLC reports $589.3 million in regulatory assets under management on its Form ADV.
How many employees does Greater Midwest Financial Group, LLC have?
Greater Midwest Financial Group, LLC reports 13 employees.
Where is Greater Midwest Financial Group, LLC located?
Greater Midwest Financial Group, LLC is based in Saint Paul, MN and has been SEC-registered since 2023.
Does Greater Midwest Financial Group, LLC disclose fund performance?
Greater Midwest Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3222 Rice St., Saint Paul, MN 55126 |
| Phone | 651-490-9790 |
| Fax | 651-490-9788 |
| Office hours | 8a.m. - 5p.m. Cst |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$589.3M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$589.3Mregulatory AUM
Discretionary $518.7MNon-discretionary $70.6M