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Home   /   People

Matt Carroll

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

Zach Panek

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

Katrina Colling

Katrina joined GMFG in 2021 as Securities Department Assistant. In…  Read More

Kayla Yobbie

Kayla joined Greater Midwest Financial Group in November of 2021…  Read More

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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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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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.

©2023 Greater Midwest Financial Group.
All Rights Reserved.