Greater Midwest Financial Group, LLC

Donald Phillips is a CFP® professional with 42 years of industry experience, currently serving at Greater Midwest Financial Group, LLC since 2023. His prior roles include positions at Kestra Advisory and LPL Financial, where he worked from 2000 to 2023. He is also the owner of Phillips Financial LLC. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $589 million in assets for 678 clients, employing a multi-disciplinary investment approach guided by an internal committee and offering both discretionary and non-discretionary management.

James Ronn is a CFP® professional with 31 years of experience in the financial industry. He is currently with Greater Midwest Financial Group, LLC, where he has worked since 2023, following previous roles at Kestra Advisory, Kestra Investment Services, LLC, and LPL Financial. Outside of his advisory work, he is a co-owner of JB Financial LLC, a real estate business. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients and uses a multi-disciplinary investment process overseen by an internal committee, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Nathan Kimle is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients, using a multi-disciplinary investment approach overseen by an internal committee and offers both discretionary and non-discretionary management.

Donald Schroeder is a Series 65-licensed financial advisor at Greater Midwest Financial Group, LLC with one year of industry experience. Prior to joining Greater Midwest, he worked at CBRE and U.S. Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $589 million in assets for 678 clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analysis with Modern Portfolio Theory-based asset allocation, overseen by an internal investment committee.

Zachary Panek is a financial advisor with Greater Midwest Financial Group, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Patrick McGovern's and RBC Wealth Management. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients through a team of eight advisors, utilizing a multi-faceted investment approach overseen by an internal investment committee.

Jacob Kogler is a CFP® professional with 13 years of experience in the financial industry. He has worked at Greater Midwest Financial Group, LLC since 2023 and was previously with Kestra Advisory and Kestra Investment Services from 2015 to 2023. Prior to his advisory roles, he served as a case manager preparing cases for advisors. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, investment management, wealth management, and retirement plan consulting. The firm manages approximately $589 million in assets and employs a multi-faceted investment approach overseen by an internal committee, allocating assets across a diversified range of securities and offering both discretionary and non-discretionary management.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Robert Phillips is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Greater Midwest Financial Group, LLC. He previously worked at Kestra Advisory, Kestra Investment Services, LLC, and LPL Financial. Outside of his advisory role, Phillips is a partner in a real estate business. Greater Midwest Financial Group, LLC offers financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines multiple analytical methods with asset allocation models overseen by an internal committee, managing approximately $589 million in assets for a diverse client base.