Greater Midwest Financial Group, LLC
Greater Midwest Financial Group, LLC is an SEC-registered mass-market adviser in Saint Paul, MN with $589.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Greater Midwest Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324387, SEC 801-127206, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $589.3M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Saint Paul, MN
- Employees
- 13
- Clients
- 699
- CRD
- 324387
- Ownership
- KOGLER, JACOB, MICHAEL; RONN, JAMES, WILLIAM; PHILLIPS, DONALD, JAMES; PHILLIPS, ROBERT, JAMES
How much AUM does Greater Midwest Financial Group, LLC have?
Greater Midwest Financial Group, LLC reported $589.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Greater Midwest Financial Group, LLC?
Disclosed owners and executives of Greater Midwest Financial Group, LLC include KOGLER, JACOB, MICHAEL, RONN, JAMES, WILLIAM, PHILLIPS, DONALD, JAMES, PHILLIPS, ROBERT, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.