GREATER MIDWEST FINANCIAL GROUP, LLC

CRD 324387File 801-127206

APPROVED

Retail clients

Custody

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$589.3M

Above cohort median (national)

Discretionary AUM

$518.7M

Non-discretionary $70.6M

Clients

699

2,587 accounts

Employees

Above cohort median in MN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jan 19, 2023
Principal office: 3222 RICE ST., SAINT PAUL, MN, 55126
Phone: 651-490-9790
Website: https://www.greater-midwest.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $589.3M
Discretionary AUM: $518.7M
Non-discretionary AUM: $70.6M
Discretionary accounts: 2,516
Non-discretionary accounts: 71
Total accounts: 2,587
AUM per client: $843K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$438K
High net worth individuals	141	$377.6M
Pension and profit sharing plans	21	$56.7M
Individuals (other than high net worth individuals)	537	$154.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.