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GREATER MIDWEST FINANCIAL GROUP, LLC

SAINT PAUL, MN · CRD 324387 · IAPD ↗ · greater-midwest.com · 651-490-9790

$589.3MRegulatory AUM
3Advisory reps
13Employees
0Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
June 2025 — GREATER MIDWEST FINANCIAL GROUP, LLC notice-filed in AZ, CA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — GREATER MIDWEST FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — GREATER MIDWEST FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($424.5M -> $511.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
69
April 2024 — GREATER MIDWEST FINANCIAL GROUP, LLC reported RAUM up 56% ($272.7M -> $424.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — GREATER MIDWEST FINANCIAL GROUP, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
76
April 2024 — GREATER MIDWEST FINANCIAL GROUP, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.