Greater Midwest Financial Group ×
651-490-9790
  • eMoney Login
  • News and Events
  • Why GMFG
    • Why GMFG
    • Our Process
    • FAQs
  • Who We Work With
    • Who We Work With
    • Professionals/Executives
    • Business Owners
    • Retirees/Pre-Retirees
    • Dental Professionals
  • Services
    • Overview
    • Benefit Planning
    • Business Owner Services
    • Educational Planning
    • Estate Planning and Wealth Transfer
    • Executive Benefit Strategies
    • Insurance and Risk Management
    • Long-term Care and Elder Care Planning
    • Organizational Services
    • Retirement Planning
    • Tax Planning
    • Wealth Management
  • About Us
    • About Us
    • Our Team
    • Careers
  • Contact Us
About Us

Home   /   About Us

  • About Us
  • Our Team
    • Home

About Greater Midwest Financial Group

The confidence to pursue your ambitions

As an independent wealth management practice, the professionals at Greater Midwest Financial Group provide financial planning to small businesses, families and individuals in St. Paul and the greater Midwest. Our financial advisors are real experts who provide real advice, share your work ethic and make a true financial difference in your life. We have been putting clients’ interests first since day one.

We deliver holistic, insightful and experienced advice to help you align your life and financial goals. And we put our greatest effort into not just meeting but exceeding your expectations. As our firm grows, we continue to add capacity to deliver on the promises we make.

Our history

Don Phillips, CFP®, the founder of Greater Midwest Financial Group (GMFG), got started in the business in 1984 working for North Star Resource Group.  Don quickly realized that to truly serve clients and offer full-service planning, he needed to be independent.  As a result, he founded GMFG in 1989.

Since that point, the firm has always been focused first and foremost on doing what is right for our clients.  As an independent financial planning practice, we have the flexibility to change as the industry changes and partner with groups that allow us to provide the best solutions and have access to the appropriate resources for our clients.

Over the years GMFG has been affiliated with CRI Securities (1989-2000), LPL Financial (2000-2015) and Kestra Investment Services, LLC (2015-Present). Learn more About Kestra. Since 1989 we have expanded to serve clients in areas such as Fargo, Chicago, Phoenix, California, Florida, and across the Midwest.

Jim Ronn, CFP®, who joined the firm in 1995 serves as Chief Executive Officer and Bobby Phillips who joined in 2009 serves as President.  They are both partners in the firm and key relationship managers.

We take pride in who we are and will continue to adapt and add the resources needed to provide our clients and their families suitable advice.

View Our Team

logo_reversed
  • Home
  • Contact Us
  • News and Events
  • Careers
  • Privacy Policy
MSPWM22 Emblem
Greater Midwest Financial Group, LLC
3222 Rice Street
St. Paul, MN 55126
651-490-9790
Get Directions

BrokerCheck

Check the background of this firm on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Greater Midwest Financial Group, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice. View Investor Disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

To receive the 2022 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 4544 wealth managers in the Twin Cities area were considered for the award. 622 were named 2022 Five Star Wealth Managers which represents 14% of the total candidates in the area. Wealth managers do not pay a fee to be considered or placed on the final list of the 2022 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

©2022 Greater Midwest Financial Group.
All Rights Reserved.