Donald Schroeder has been an investment adviser representative at Greater Midwest Financial Group since March 2026, and is not listed among the firm’s executive officers or direct owners.
Greater Midwest Financial Group, LLC is a Saint Paul, MN firm with $589M under management, 699 clients and 3 advisers in one office, as of its August 2026 filing.
- – present · under a yearSaint Paul, MN · Adviser representative · Firm CRD 324387
Investment adviser representative registrations
Donald Schroeder is registered as an investment adviser representative in Minnesota, since March 2026.
- MinnesotaSince 10 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 March 2026 |
| Series 7TO | General Securities Representative Examination | 26 February 2022 |
| SIE | Securities Industry Essentials Examination | 8 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Donald Rolland Schroeder
- CRD
- 7362377
- Firm
- Greater Midwest Financial Group · CRD 324387
- Office
- 3222 RICE ST., Saint Paul, MN 55126
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald Schroeder work?
Donald Schroeder is an investment adviser representative registered through Greater Midwest Financial Group, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Donald Schroeder a financial advisor?
Yes. Donald Schroeder has a current investment-adviser registration in Minnesota, through Greater Midwest Financial Group since March 2026.
How many years of experience does Donald Schroeder have?
Donald Schroeder has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Donald Schroeder passed?
Donald Schroeder has passed 3 licensing exams: the SIE, Series 7TO and Series 65. The earliest, the SIE, was passed in July 2021.
Where is Donald Schroeder based?
Donald Schroeder’s registered office is in Saint Paul, MN.
Is Donald Schroeder registered with FINRA?
No. Donald Schroeder has no current broker registration.
How can I verify Donald Schroeder’s record?
Search CRD 7362377 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Schroeder’s full registration record.
