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, investment management, wealth management and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. As of December 31, 2025 the firm reported approximately $589 million in assets under management and serves 678 clients through a team of eight advisors. The firm’s investment process combines fundamental, technical, cyclical and behavioral analysis with asset‑allocation models derived from Modern Portfolio Theory, and an internal investment committee oversees its model allocations. GMFG typically allocates assets among mutual funds, ETFs, individual equities and fixed income, alternative investments and independent managers, and may use structured products and short/inverse ETFs for hedging while offering both discretionary and non‑discretionary management. GMFG’s brochure highlights several features that differentiate it from many peers: it operates with a relatively large client base for an eight‑advisor team, it documents procedures for use of third‑party ratings (including example references to recognitions such as “5 Star Wealth Advisor”), and it discloses its custodial relationship with Fidelity that includes receipt of software and support. The brochure also notes that some supervised persons are licensed insurance agents and describes policies intended to address the potential conflicts those arrangements and vendor benefits may create.

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.