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Home   /   Our Team   /   Robert J. Phillips, CFP®

Robert Phillips, Financial Advisor / Vice President

Robert J. Phillips, CFP®

President

robert.phillips@greater-midwest.com

651-490-9790


Bobby is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Bobby joined our firm full-time as a financial advisor in 2009, but has worked with Greater Midwest Financial Group in other roles since 2005. He graduated Magna Cum Laude from Carleton College in 2009 with a Bachelor of Arts degree in economics. He spent the summer of 2007 studying economics at the University of Cambridge in Cambridge, England. He has been named a Five Star Wealth Manager* from 2016-2023.

Bobby is a partner in the firm and the lead advisor for many of our clients, from young families starting their financial journey to well-established business owners needing assistance in personal and business matters. In addition, he is the head of the GMFG Investment Committee, where he’s in charge of managing the firm’s financial decisions and investment portfolios.

Bobby currently reside in the Twin Cities with his wife, Katie, and their son, Van. During his free time, Bobby enjoys golfing, hockey, soccer and the outdoors.

*The 2016-2023 Five Star Awards are based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list.

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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.

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