James
Ronn
Greater Midwest Financial Group, LLC
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About this Advisor
James Ronn is a financial advisor based in Saint Paul, Minnesota, working with Greater Midwest Financial Group, LLC. James has previously held positions at Minnesota Mutual, Lpl Financial LLC, Nfp Advisor Services, Greater Midwest Financial Group, LLC, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, James is part of Greater Midwest Financial Group, LLC, which operates out of Saint Paul, Minnesota. The firm has 12 employees and manages assets totaling $424.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Greater Midwest Financial Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Greater Midwest Financial Group, LLC Brokerage Details
$424,484,981
12
2,204
$192,598
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Ronn Work History
Greater Midwest Financial Group, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Nfp Advisor Services
Lpl Financial LLC
Minnesota Mutual
Disclosures
Please visit the SEC profile of James Ronn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Greater Midwest Financial Group, LLC
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
