Jacob Kogler
Greater Midwest Financial Group · Saint Paul, Minnesota
Jacob Kogler is a fee-only financial advisor at Greater Midwest Financial Group in Saint Paul, Minnesota, who holds the CFP credential. Jacob 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 6129250 |
| Exams passed | Series 66 (2013) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.greater-midwest.com |
How Jacob'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 Jacob
Is Jacob Kogler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?
Jacob's firm, Greater Midwest Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Kogler based?
Jacob Kogler is based in Saint Paul, Minnesota.
What does Jacob specialize in?
Jacob's specialties include small business owners. Jacob works with executives, retirees and pre-retirees.
What credentials does Jacob Kogler hold?
Jacob Kogler holds the CFP credential.
Is Jacob Kogler registered with the SEC?
Yes. Jacob Kogler is registered as an investment adviser representative in MN (CRD 6129250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Jacob Kogler?
Through Jacob'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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