Greater Midwest Financial Group, LLC

Donald Phillips is a CFP® with 42 years of industry experience, currently serving at Greater Midwest Financial Group, LLC since 2023. He has held roles at Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2015 and 2016 respectively. Outside of advisory work, Phillips is involved in real estate through ownership and partnership in related businesses. Greater Midwest Financial Group, LLC provides financial planning, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a multi-disciplinary investment approach overseen by an internal committee, utilizing a range of securities and strategies tailored to diverse risk profiles.

James Ronn is a CFP® professional with 30 years of industry experience, currently serving at Greater Midwest Financial Group, LLC. He holds the Series 63 designation and has held advisory roles at Kestra Advisory Services, LLC and NFP Advisor Services. Ronn is president of Greater Midwest Financial Group LLC and is also involved as a co-owner or partner in real estate ventures. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, consulting, wealth management, and retirement plan consulting. The firm employs an investment approach overseen by an internal committee that integrates fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework, utilizing a diversified range of investment vehicles and strategies.

Nathan Kimle is a financial advisor at Greater Midwest Financial Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, consulting, and wealth management services. The firm’s investment process combines fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework and employs a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Donald Schroeder is a financial advisor at Greater Midwest Financial Group, LLC in Saint Paul, MN, holding a Series 65 designation with five years of experience. His prior roles include positions at CBRE and US Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, wealth management, and investment consulting. The firm’s investment approach integrates fundamental, technical, cyclical, and behavioral analysis within an asset allocation framework based on Modern Portfolio Theory.

Jacob Kogler is a CFP® professional with 12 years of industry experience, currently serving at Greater Midwest Financial Group, LLC since 2023. He has previously worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, and briefly with Nfp Securities, Inc. Outside of advisory duties, he also works as a case manager preparing cases for advisors. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, wealth management, and investment consulting. The firm’s investment approach combines fundamental, technical, cyclical, and behavioral analysis within an asset allocation framework based on Modern Portfolio Theory, utilizing a range of investment vehicles and third-party managers.

Robert Phillips is a CFP® certificant and Series 63 registered financial advisor with 15 years of industry experience. He serves as Vice President and Financial Advisor at Greater Midwest Financial Group, LLC and has held advisory roles at Kestra Advisory and Kestra Investment Services since 2015. Outside of his advisory work, he is a partner in a real estate business. Greater Midwest Financial Group, LLC provides financial planning, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a multi-disciplinary investment process overseen by an internal committee and manages a diverse range of assets across approximately 700 clients.