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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.

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MSPWM 2023 Five Star Wealth Manager
Greater Midwest Financial Group, LLC
3222 Rice Street
St. Paul, MN 55126
651-490-9790
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BrokerCheck

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

Greater Midwest Financial Group, LLC (“Greater Midwest”) is an SEC registered investment adviser located in St. Paul, MN. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Greater Midwest’s web site on the Internet should not be construed by any consumer or prospective client as Greater Midwest’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of Greater Midwest’s current written disclosure statement as set forth on Form ADV, discussing Greater Midwest’s business operations, services, and fees is available from Greater Midwest upon written request. Greater Midwest does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.

To receive the 2023 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. 4080 wealth managers in the Twin Cities area were considered for the award. 633 were named 2023 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 2023 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

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