Insights

Personalized Financial Services Greater Midwest Financial Group specializes in customized financial planning for high-net-worth individuals such as executives, business owners, and professionals, presenting an opportunity to introduce premium wealth management and estate planning solutions.

Client-Centric Approach Their focus on placing client needs first suggests an openness to integrated financial technology and innovative advisory tools that can enhance personalized service delivery and client engagement.

Growth Potential With an annual revenue between $10 million and $25 million and a relatively small team, the firm has room for expansion through targeted marketing, strategic partnerships, or technology upgrades to increase operational efficiency and client base.

Technology Usage The company's tech stack indicates reliance on web and data management tools, highlighting opportunities to offer digital solutions such as CRM enhancements, cybersecurity services, or data analytics to support scalable growth.

Market Positioning Operating in a competitive landscape with large firms like Charles Schwab and Fidelity, Greater Midwest Financial Group can leverage its personalized, local expertise to differentiate through niche marketing and superior client relationship management.

Greater Midwest Financial Group Tech Stack

Greater Midwest Financial Group uses 8 technology products and services including Unpkg, Open Graph, MySQL, and more. Explore Greater Midwest Financial Group's tech stack below.

  • Unpkg
    Content Delivery Network
  • Open Graph
    Content Management System
  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Lightbox
    Javascript Libraries
  • Google Maps
    Maps
  • Drupal Multisite
    Web Hosting
  • Nginx
    Web Servers

Media & News

Greater Midwest Financial Group's Email Address Formats

Greater Midwest Financial Group uses at least 1 format(s):
Greater Midwest Financial Group Email FormatsExamplePercentage
First.Last@greater-midwest.comJohn.Doe@greater-midwest.com
36%
Last@greater-midwest.comDoe@greater-midwest.com
14%
First.Last@greater-midwest.comJohn.Doe@greater-midwest.com
36%
Last@greater-midwest.comDoe@greater-midwest.com
14%

Frequently Asked Questions

Where is Greater Midwest Financial Group's headquarters located?

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Greater Midwest Financial Group's main headquarters is located at 3222 Rice Street St. Paul, Minnesota 55126 United States. The company has employees across 1 continents, including North America.

What is Greater Midwest Financial Group's phone number?

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You can contact Greater Midwest Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Greater Midwest Financial Group's official website and social media links?

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Greater Midwest Financial Group's official website is greater-midwest.com and has social profiles on LinkedIn.

What is Greater Midwest Financial Group's SIC code NAICS code?

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Greater Midwest Financial Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Greater Midwest Financial Group have currently?

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As of January 2026, Greater Midwest Financial Group has approximately 16 employees across 1 continents, including North America. Key team members include Chief Executive Officer: J. W. R.Cfo: C. T.Vice President Technology Project Management: J. F.. Explore Greater Midwest Financial Group's employee directory with LeadIQ.

What industry does Greater Midwest Financial Group belong to?

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Greater Midwest Financial Group operates in the Financial Services industry.

What technology does Greater Midwest Financial Group use?

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Greater Midwest Financial Group's tech stack includes UnpkgOpen GraphMySQLTwemojiLightboxGoogle MapsDrupal MultisiteNginx.

What is Greater Midwest Financial Group's email format?

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Greater Midwest Financial Group's email format typically follows the pattern of First.Last@greater-midwest.com. Find more Greater Midwest Financial Group email formats with LeadIQ.

When was Greater Midwest Financial Group founded?

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Greater Midwest Financial Group was founded in 1983.

Greater Midwest Financial Group

Financial ServicesMinnesota, United States11-50 Employees

Greater Midwest Financial Group provides a personalized approach geared towards delivering thoughtful and holistic guidance that allows you to have the confidence to pursue your ambitions.  As an essential partner in your long term financial success, we believe deeply in placing your needs and best interests before our own.  We have been operating that way and serving executives, business owners, retirees, families and dental professionals as an independent, client centric financial planning firm since 1989.  When you work with one of our experienced financial advisors, you’ll see the difference our hands-on approach makes to your financial success.

This presentation contains general information that is not suitable for everyone and was prepared for informational purposes only.  Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Greater Midwest Financial Group, LLC is a registered investment adviser. For additional information about Greater Midwest Financial Group, LLC, including its services and fees, send for the firm’s disclosure brochure using the contact information contained herein or visit advisorinfo.sec.gov.

Section iconCompany Overview

Headquarters
3222 Rice Street St. Paul, Minnesota 55126 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Greater Midwest Financial Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Greater Midwest Financial Group's revenue is estimated to be in the range of $10M$25M

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