# GREATER MIDWEST FINANCIAL GROUP, LLC

GREATER MIDWEST FINANCIAL GROUP, LLC of SAINT PAUL, MN is an SEC-registered investment adviser.

## Registration

- CRD: 324387
- Type: SEC-registered investment adviser
- SEC file number: 801-127206
- Location: 3222 RICE ST., SAINT PAUL, MN, 55126
- Phone: 651-490-9790
- Latest filing: 2026-03-26
- Regulatory AUM: $589.3M
- Discretionary AUM: $518.7M
- Non-discretionary AUM: $70.6M
- Clients: 13
- Accounts: 2,587

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| James William Ronn | CHIEF EXECUTIVE OFFICER AND MEMBER | — |
| Robert James Phillips | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MEMBER | — |
| Donald James Phillips | CHAIRMAN AND MEMBER | — |
| Jacob Michael Kogler | MEMBER | — |
| PHILLIPS JEFFREY JAMES | CHAIRMAN AND MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER AND MEMBER | — |
| Kogler Jeremy Michael | VICE PRESIDENT | — |
| RONN JAMES WILLIAM | CHIEF EXECUTIVE OFFICER AND MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324387/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324387/similar
- Related entities: https://search.stillhousedata.com/firm/324387/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324387

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.