Greater Midwest Financial Group, LLC

Overview

Greater Midwest Financial Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is owner-operated and positions itself as a capital allocator for both individual/family and institutional clients. Its fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. Core advisory services reported on the ADV include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives