GREATER MIDWEST FINANCIAL GROUP, LLC
CRD #324387 SEC #801-127206 SAINT PAUL, MN 651-490-9790
SEC Registered
Total AUM
$511.9M
Discretionary
$450.5M
Employees
13
Clients
--
Accounts
2,484
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOGLER, JACOB, MICHAEL | I | VICE PRESIDENT | NA | Control |
| KOGLER, JACOB, MICHAEL | I | MEMBER | NA | Control |
| KOGLER, JACOB, MICHAEL | I | MEMBER | NA | Control |
| PHILLIPS, DONALD, JAMES | I | CHAIRMAN AND MEMBER | NA | |
| PHILLIPS, DONALD, JAMES | I | CHAIRMAN AND MEMBER | NA | |
| PHILLIPS, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| PHILLIPS, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| PHILLIPS, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| PHILLIPS, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| PHILLIPS, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| PHILLIPS, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| RONN, JAMES, WILLIAM | I | CHIEF EXECUTIVE OFFICER AND MEMBER | C | Control |
| RONN, JAMES, WILLIAM | I | CHIEF EXECUTIVE OFFICER AND MEMBER | C | Control |
| RONN, JAMES, WILLIAM | I | CHIEF EXECUTIVE OFFICER AND MEMBER | C | Control |
| RONN, JAMES, WILLIAM | I | CHIEF EXECUTIVE OFFICER AND MEMBER | C | Control |
| RONN, JAMES, WILLIAM | I | CHIEF EXECUTIVE OFFICER AND MEMBER | C | Control |
| RONN, JAMES, WILLIAM | I | CHIEF EXECUTIVE OFFICER AND MEMBER | C | Control |
| PHILLIPS, DONALD, JAMES | I | CHAIRMAN AND MEMBER | A | |
| PHILLIPS, DONALD, JAMES | I | CHAIRMAN AND MEMBER | A | |
| PHILLIPS, DONALD, JAMES | I | CHAIRMAN AND MEMBER | A | |
| PHILLIPS, DONALD, JAMES | I | CHAIRMAN AND MEMBER | A |
Registrations
Federal
IA
May 20, 2025 REGISTERED
Notice Filings (10)
AZ CA FL IL IN MN ND NE TX WI
Address
3222 RICE ST.SAINT PAUL, MN 55126
United States
Phone: 651-490-9790