Greater Midwest Financial Group LLC

  • Financial Services
  • Saint Paul MN
  • 15 employees
  • Financial Services
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Company Overview

Headquarters
1016 Arcade St Ste A, Saint Paul MN
Website
greater-midwest.com
Phone
(651) 771-****
Employees
15
Founded in
1983
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
524 - Insurance Carriers and Related Activities
54 - Professional, Scientific, and Technical Services
541 - Professional, Scientific, and Technical Services
5416 - Management, Scientific, and Technical Consulting Services
54161 - Management Consulting Services
541611 - Administrative Management and General Management Consulting Services
SIC Codes
87 - Engineering, Accounting, Research, Management, and Related Services
874 - Management and Public Relations Services
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Financials & Stats

Revenue

$2B

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Who is Greater Midwest Financial Group LLC

Greater Midwest Financial Group LLC is an independent, client-centric financial planning firm based in Saint Paul, Minnesota. Founded in 1989, the company employs 15 individuals and generates $2 million in annual revenue. Greater Midwest Financial Group provides personalized financial guidance and planning services to a diverse clientele, including executives, business owners, retirees, families, and dental professionals. Their approach focuses on understanding each client's unique needs and goals to develop tailored solutions that support their long-term financial success. The firm distinguishes itself through its hands-on approach and commitment to placing client needs first. Greater Midwest Financial Group believes in building strong, lasting relationships with its clients based on trust and transparency. For more information about Greater Midwest Financial Group LLC, its services, and fees, interested parties can contact the firm directly or visit advisorinfo.sec.gov.

Company Leadership

Donald Phillips

Chairman of the Board

Phone Email
Robert Phillips

President/CCO

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Greater Midwest Financial Group LLC Industry Tags

Financial Planning
Risk Management
Wealth Management
Investment Services
Tax Planning
Retirement Planning
Business Planning
Insurance
Education Planning
Long Term Care Planning
Estate Planning
Financial Services
Financial Advisory Services
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Greater Midwest Financial Group LLC Tech Stack

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FAQ

What is the location of Greater Midwest Financial Group LLC's headquarters?
The headquarters of Greater Midwest Financial Group LLC are situated at 1016 Arcade St Ste A, Saint Paul MN
What is Greater Midwest Financial Group LLC's phone number?
Greater Midwest Financial Group LLC's contact number is (651) 771-****.
What is Greater Midwest Financial Group LLC's official website?
The official website of Greater Midwest Financial Group LLC can be found at greater-midwest.com.
What is Greater Midwest Financial Group LLC's current revenue?
As of May 2014, Greater Midwest Financial Group LLC's annual revenue reached $2B.
How many employees does Greater Midwest Financial Group LLC currently have?
Greater Midwest Financial Group LLC employs approximately 15+ people as of May 2014
Which industries is Greater Midwest Financial Group LLC primarily operating in?
Greater Midwest Financial Group LLC operates in the following industries: Finance, Credit
Who is the Chairman of the Board of Greater Midwest Financial Group LLC?
Greater Midwest Financial Group LLC's Chairman of the Board is Donald Phillips
What are Greater Midwest Financial Group LLC's industry tags?
Greater Midwest Financial Group LLC's industry tags include: Financial Planning, Risk Management, Wealth Management
When was Greater Midwest Financial Group LLC founded?
Greater Midwest Financial Group LLC was founded in 1983.

Employee Directory

Key Employees

James Ronn

Chief Executive Officer

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Jacob Kogler

Vice President

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