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Chairman and Member · Greater Midwest Financial Group, LLC

Donald J. Phillips

CRD 1194732 · Named on Form ADV at one SEC-registered adviser

At a glance

Greater Midwest Financial Group, LLC, an SEC-registered wealth manager based in Saint Paul, MN with $589 million in regulatory assets, lists Donald J. Phillips on its Form ADV as Chairman and Member.

Firms and roles

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Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James W. RonnChief Executive Officer and Member, Greater Midwest Financial Group, LLC
  • Robert J. PhillipsPresident, Chief Compliance Officer and Member, Greater Midwest Financial Group, LLC
  • Jacob M. KoglerMember, Greater Midwest Financial Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.