James Ronn, CFP®
Jim is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Jim has been providing investment advice and financial services to individuals and businesses in St. Paul, Minneapolis and across the country for more than 25 years.
Jim is the Chief Executive Officer of Greater Midwest Financial Group and also plays a key role on the GMFG Investment Committee. Jim holds the Certified Financial Planner (CFP®) designation and has been selected as a Five Star Wealth Manager* from 2013-2023.
Prior to joining GMFG in 1995, Jim worked at US Bank as a credit analyst and for a subsidiary of Dial Corporation as a business analyst. As an independent wealth advisor, Jim primarily works with professionals, retirees and small business owners. Jim graduated from the University of St. Thomas in 1989 with a Bachelor of Arts degree in finance.
Jim grew up in Ely, Minnesota, and enjoys fishing, hunting, golf and hockey. He currently lives in Minnesota with his wife and three children.
*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.