| 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 |
Greater Midwest Financial Group, LLC reports $511.9 million in regulatory assets under management on its Form ADV.
Greater Midwest Financial Group, LLC reports 13 employees.
Greater Midwest Financial Group, LLC is based in Saint Paul, MN and has been SEC-registered since 2023.
Greater Midwest Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $450.5M |
| Non-discretionary | $61.3M |
| Total (RAUM) | $511.9M |