A complete list of active advisors currently associated with Greater Midwest Financial Group, LLC

Warmer can help you find a great advisor at Greater Midwest Financial Group, LLC or one who fits your needs even better.

Greater Midwest Financial Group, LLC provides financial planning, consulting and wealth management services to individuals, trusts, estates, charitable organizations, corporations and retirement plans. The firm offers both discretionary and non-discretionary portfolio management alongside standalone planning and specialized services such as retirement plan consulting and consulting on variable annuities through a relationship with Mutual Securities. GMFG’s investment process is overseen by an internal investment committee and combines fundamental, technical, cyclical and behavioral analysis with an asset-allocation framework derived from Modern Portfolio Theory. Portfolios are allocated among mutual funds, ETFs, individual equity and debt securities, alternative investments and Independent Managers, and the Firm discloses use of structured products and short/inverse ETFs for hedging when appropriate. The firm manages about $589 million for 678 clients with six advisors, resulting in a relatively large client roster per advisor compared with many peer teams and a business model that emphasizes scalable advisory relationships. The brochure also discloses reliance on third-party research and operational support (notably connections with Fidelity and Mutual Securities) and directs readers to external disclosure resources such as the SEC adviserinfo site, indicating a notable degree of integration with third-party providers and external information sources.

To learn more about the advisors currently working at Greater Midwest Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.