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Home   /   Our Team   /   Donald Phillips, CFP®

Greater Midwest Financial Group

Donald Phillips, CFP®

Chairman of the Board

donald.phillips@greater-midwest.com

651-490-9790


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

For more than 30 years, Don has provided investment advice and financial services to individuals and businesses in the St. Paul area and beyond. Don founded Greater Midwest Financial Group in 1989 and established a respected presence in many smaller cities throughout the Midwest. Since then, he’s expanded GMFG to serve clients in areas such as Fargo, Chicago, Phoenix and South Florida.

A specialist in estate, tax, education, retirement and investment planning, Don has held the Certified Financial Planner™ designation since 1987. Don is particularly passionate about assisting small business owners with everything from business continuation strategies to employee benefits and pension design. In 2011 and 2012, GMFG was honored to receive the Premier Wealth Advisor award from the National Association of Board Certified Advisory Practices.* Don received the Five Star Wealth Manager Award** from 2013-2023, and was named to Barron’s Winner’s Circle in 2007.***

Don served six years on active duty with the US Army, as well as 10 years as a critical care nurse, before graduating in 1983 with a Bachelor of Science degree in business management from the University of Minnesota. In addition to enjoying a lifetime of serving others, Don enjoys outdoor activities like hunting, fishing, golfing and hiking. When they aren’t up north, he and his wife, Erin, live in the Twin Cities. They love to spend time with their married children and their families.

*Award based on an evaluation of 20 different practice categories such as experience, credentials, assets under management, fee structure and philosophy, among other factors.
**The 2013-2023 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.
***Rankings are based on minimum of seven years in financial services industry, acceptable compliance records, client retention reports and customer satisfaction reports.

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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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