Greater Midwest Financial Group, LLC

CRD 324387 · Saint Paul, MN · $589.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 324387
SEC number: 801-127206
Firm type: RIA
Assets under management: $589.3M as of Mar 26, 2026
Website: www.greater-midwest.com ↗
Phone: 651-490-9790
Address: 3222 Rice St., Saint Paul, MN, 55126

Advisors at this firm

8 in our index · page 1 of 1

Jacob Michael KoglerCRD 6129250 · Saint Paul, MN

IA RegisteredRegistration inactive
Nathan Martin KimleCRD 7067659 · Saint Paul, MN

IA RegisteredRegistration inactive
Donald James PhillipsCRD 1194732 · Saint Paul, MN

IA RegisteredRegistration inactive

Disclosure event(s) on record
Robert James PhillipsCRD 5692579 · Saint Paul, MN

IA RegisteredRegistration inactive
Zachary Thomas PanekCRD 7140691 · Saint Paul, MN

IA Registered
James William RonnCRD 2596428 · Saint Paul, MN

IA RegisteredRegistration inactive

Disclosure event(s) on record
Dylan James RonnCRD 6966724 · Saint Paul, MN

IA RegisteredRegistration inactive
Donald Rolland SchroederCRD 7362377 · Saint Paul, MN

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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