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JR
CFP
JR
CFP

James Ronn

Greater Midwest Financial Group, LLC
31 Years of Experience
Saint Paul, MN
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

James Ronn is a CFP-designated registered investment advisor at Greater Midwest Financial Group, LLC, based in Saint Paul, MN, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 699 clients with $590M in assets under management.

Greater Midwest Financial Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
699 clients
Average Client Portfolio
$843K average
Assets Under Management
$589.3M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.10% to 1.50% based on portfolio size, composition, and services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3222 Rice St., Saint Paul, MN, 55126

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is the President of Greater Midwest Financial Group LLC, a Registered Rep through Kestra Investment Services, dedicating nearly full-time hours. He also co-owns JB Financial LLC and is a partner at McVDB, both real estate businesses, and sends health insurance business to Comprehensive Benefits, spending minimal time on each.

Employment History
Current Registrations
Greater Midwest Financial Group, LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - May 2023 · 7 yrs 1 mo
Kestra Investment Services, LLCBroker
May 2015 - May 2023 · 8 yrs
NFP Advisor Services, LLC
May 2015 - September 2016 · 1 yr 4 mos
LPL Financial LLC
January 2014 - June 2015 · 1 yr 5 mos
LPL Financial LLCBroker
September 2000 - June 2015 · 14 yrs 9 mos
Ascend Financial Services, INC.Broker
March 1995 - September 2000 · 5 yrs 6 mos
C.R.I. Securities, INC.Broker
March 1995 - September 2000 · 5 yrs 6 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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