Greater Midwest Financial Group, LLC

Overview

Greater Midwest Financial Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves individual and family clients as well as institutional and business clients, and it acts as a capital allocator—selecting third-party managers as part of its offering. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fees are charged both as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices