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Home   /   Services   /   Wealth Management

  • Services
  • Benefit Planning
  • Business Owner Services
  • Educational Planning
  • Estate Planning and Wealth Transfer
  • Executive Benefit Strategies
  • Insurance and Risk Management
  • Long-term Care and Elder Care Planning
  • Organizational Services
  • Retirement Planning
  • Tax Planning
  • Wealth Management

Wealth Management Services

Position your portfolio for success.

Whether you’re saving for retirement or simply need help managing your portfolio, Greater Midwest Financial Group is here to help manage your wealth.

With almost 70 years of experience combined, our wealth advisors understand what it takes to make the most of the money you make.

Maximize your savings for the future.

Wealth management is made up of more than just your investments and retirement plan—it includes all of your assets, from business interests to real estate.

Your personal wealth advisor has the experience to help maximize your assets and build your wealth in a stable and “*diversified” way. We’ll work closely with you to understand your risk tolerance and income needs. Then we’ll capitalize on your resources to help meet your savings goals and enjoy a safe, secure future.

We’re proud to be Five Star Wealth Managers.

In conjunction with Mpls.St.Paul Magazine and Twin Cities Business, Five Star Professional has recognized an outstanding group of Twin Cities-area wealth managers. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria.

In 2018, GMFG’s Donald Phillips, James Ronn and Robert won the Five Star Wealth award. By earning this honor, James, Robert and Donald have demonstrated a commitment to clients.

 

 

*Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

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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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BrokerCheck

Check the background of this firm on FINRA's BrokerCheck.

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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