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Home   /   People

Matt Carroll

Matt joined Greater Midwest Financial Group in 2021 as an…  Read More

Zach Panek

Katrina Colling

Kayla Yobbie

Dylan Ronn

Dylan joined Greater Midwest Financial Group in 2021 and works…  Read More

Julia Fratzke

Julia joined Greater Midwest Financial Group as an office assistant…  Read More

Donny Schroeder

Donny joined Greater Midwest Financial Group in 2021 and works…  Read More

Jeffrey Brotten

Jeff joined Greater Midwest Financial Group in 2019 and works…  Read More

Tanya Schmidt

Tanya joined Greater Midwest Financial Group in January of 2018…  Read More

Sonja Palm

Sonja joined Greater Midwest Financial Group in May of 2019…  Read More

Danelle Ronn

Danelle joined Greater Midwest Financial Group as an office manager…  Read More

Jacob Kogler, CFP®

Jake is a Registered Representative with Kestra Investment Services, LLC…  Read More

Robert J. Phillips, CFP®

Bobby is a Registered Representative with Kestra Investment Services, LLC…  Read More

James Ronn, CFP®

Jim is a Registered Representative with Kestra Investment Services, LLC…  Read More

Donald Phillips, CFP®

Don is a Registered Representative with Kestra Investment Services, LLC…  Read More

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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.

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.

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