CRD: 324387
Greater Midwest Financial Group, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-19-2023
- Office Locations
- 1
Office Locations
About Greater Midwest Financial Group, LLC
Greater Midwest Financial Group, LLC is a Saint Paul, MN advisory firm providing financial planning and portfolio management, with support for benefit elections, small business owners, and education funding. The team emphasizes asset allocation and risk management using ETFs, mutual funds, and fixed income. Principals Jim and Bobby were named to Forbes’ 2025 Best-in-State Wealth Advisors list; primary custody includes Fidelity/NFS.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ROBERT JAMES PHILLIPS
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #5692579
- Ownership
- 25% but less than 50%
JAMES WILLIAM RONN
Chief Executive Officer, Investment Advisor Representative
- CRD
- #2596428
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Nathan Martin Kimle
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- CRD
- #7067659
Zachary Thomas Panek
Case Manager
- CRD
- #7140691
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $518,664,042 | $206,146 |
| Non-Discretionary | $70,603,719 | $994,419 |
| Total | $589,267,761 | $227,780 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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