Jacob Kogler has held the title Member at Greater Midwest Financial Group since January 2024, is a control person of the firm and directly owns under 5% of it.
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.
Jacob Kogler’s longest registration was 7 years at Kestra Advisory Services, LLC (2016–2023). Before joining Greater Midwest Financial Group in 2023, Jacob Kogler was registered through Kestra Advisory Services, LLC and NFP Advisor Services, LLC.
- – present · 3 yearsSaint Paul, MN · Adviser representative · Firm CRD 324387
- Kestra Advisory Services, LLC– · 7 yearsSt. Paul, MN · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 1 yearSt. Paul, MN · Adviser representative · Firm CRD 42046
Investment adviser representative registrations
Jacob Kogler is registered as an investment adviser representative in Minnesota, since January 2023.
- MinnesotaSince 24 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 July 2013 |
| Series 7 | General Securities Representative Examination | 14 May 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jacob Michael Kogler
- CRD
- 6129250
- Firm
- Greater Midwest Financial Group · CRD 324387
- Role
- Member
- Office
- 3222 RICE ST., Saint Paul, MN 55126
- Registration
- Investment adviser registration
- In the industry since
- May 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Kogler work?
Jacob Kogler has held the title Member at Greater Midwest Financial Group, LLC since January 2024, and is a control person of the firm.
Is Jacob Kogler a financial advisor?
Yes. Jacob Kogler has a current investment-adviser registration in Minnesota, through Greater Midwest Financial Group since January 2023.
How many years of experience does Jacob Kogler have?
Jacob Kogler has 13 years in the financial industry, since May 2013, across 3 adviser firms.
What exams has Jacob Kogler passed?
Jacob Kogler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2013. FINRA credited Jacob Kogler with the SIE, which began in October 2018.
Where did Jacob Kogler work before Greater Midwest Financial Group?
Before Greater Midwest Financial Group, Jacob Kogler was registered through NFP Advisor Services, LLC, May 2015 to September 2016.
Where is Jacob Kogler based?
Jacob Kogler’s registered office is in Saint Paul, MN.
Is Jacob Kogler registered with FINRA?
No. Jacob Kogler has no current broker registration.
How can I verify Jacob Kogler’s record?
Search CRD 6129250 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Kogler’s full registration record.
