Greater Midwest Financial Group, LLC

Overview

Greater Midwest Financial Group, LLC is an independent registered investment adviser that began SEC registration in 2023 and is organized as an LLC under individual ownership. The firm serves both individuals/families and institutional clients and bills primarily on a percentage-of-AUM basis alongside fixed fees. Its advisory services, as disclosed in filings, include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm identifies itself as a capital allocator but does not describe itself as an active ESG investor or a multi-state adviser. The firm’s operating posture emphasizes outsourced manager relationships: it allocates to third‑party external managers and selects mutual funds and annuities as part of client solutions. Filings indicate the firm performs both discretionary and non-discretionary management depending on client needs.

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Location & Offices