May 27, 2022Category: Uncategorized
Robert J. Phillips, CFP®
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.< Back to Team