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They include 537 individual clients, 141 high-net-worth individuals, and 21 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Greater Midwest Financial Group offer?","answer":"Greater Midwest Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Greater Midwest Financial Group charge?","answer":"Greater Midwest Financial Group charges 0.10%–1.50% a year for its Wealth Management. The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE FOR GREATER MIDWEST FINANCIAL GROUP, LLC, filed 10 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Greater Midwest Financial Group use?","answer":"Greater Midwest Financial Group’s separately managed account assets are held at Fidelity Investments (Boston, MA), with $508M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Greater Midwest Financial Group have?","answer":"Greater Midwest Financial Group has 3 investment adviser representatives registered with state securities authorities, out of 13 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Greater Midwest Financial Group invest in?","answer":"At the end of its last fiscal year, Greater Midwest Financial Group’s separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 9% U.S. government and agency bonds, 7% cash and equivalents, 4% state and local bonds and 4% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Greater Midwest Financial Group?","answer":"Greater Midwest Financial Group’s direct owners are James Ronn and Robert Phillips, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Greater Midwest Financial Group get paid?","answer":"Greater Midwest Financial Group is paid through a percentage of assets under management and fixed fees. 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