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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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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 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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