Donald Phillips
Greater Midwest Financial Group · Saint Paul, Minnesota
Donald Phillips is a fee-only financial advisor at Greater Midwest Financial Group in Saint Paul, Minnesota, who holds the CFP credential. Donald focuses on small business owners. Greater Midwest Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Greater Midwest Financial Group |
|---|---|
| Based in | Saint Paul, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $589.3M across 2,587 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 1194732 |
| Exams passed | Series 63 (1983) · Series 65 (1998) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.greater-midwest.com |
How Donald's firm compares
- Greater Midwest Financial Group's average account is about $228,000, from its Form ADV (assets managed divided by 2,587 accounts).
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Questions about Donald
Is Donald Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Greater Midwest Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Greater Midwest Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald Phillips based?
Donald Phillips is based in Saint Paul, Minnesota.
What does Donald specialize in?
Donald's specialties include small business owners. Donald works with executives, retirees and pre-retirees.
What credentials does Donald Phillips hold?
Donald Phillips holds the CFP credential.
Is Donald Phillips registered with the SEC?
Yes. Donald Phillips is registered as an investment adviser representative in MN (CRD 1194732), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Greater Midwest Financial Group manage?
Greater Midwest Financial Group reports $589.3M across 2,587 accounts in assets under management.
How do I contact Donald Phillips?
Through Donald's website, www.greater-midwest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Greater Midwest Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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