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Home   /   Our Team   /   Jacob Kogler, CFP®

Jacob Kogler, Senior Case Manager

Jacob Kogler, CFP®

Vice President

jacob.kogler@greater-midwest.com

651-490-9790


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

Jake joined Greater Midwest Financial Group in 2012 and works as a Financial Advisor and Senior Case Manager for GMFG’s client base. In his role, he manages the case prep team, assists advisors with the preparation of financial portfolios for client meetings, participates on the GMFG Investment Committee, processes service requests and ensures clients’ needs are taken care of. He works closely with our senior relationship managers to ensure that all clients are on track toward meeting their financial goals. In addition, Jake works directly with clients in the relationship manager capacity, helping families plan their path to financial independence. Jake has been named a Five Star Wealth Manager* from 2021-2023.

Jake graduated from Bethel University where he earned a Bachelor of Science degree in accounting and finance. He played on the Bethel University men’s hockey team for four years and captained the team during his senior year. Outside of work, Jake likes to golf, fish, hunt and play hockey. Jake resides in the Twin Cities and enjoys spending time with his wife, Jamie; his son, Liam; his daughter’s, Emma and Avery; and his family and friends.

*The 2021-2023 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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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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