Nathan Kimle
Greater Midwest Financial Group · Saint Paul, Minnesota
Nathan Kimle is a fee-only financial advisor at Greater Midwest Financial Group in Saint Paul, Minnesota. Nathan focuses on small business owners. Greater Midwest Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Nathan →
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 |
| SEC registration | Investment adviser representative in MN · CRD 7067659 |
| Exams passed | Series 63 (2024) · Series 65 (2019) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.greater-midwest.com |
How Nathan'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).
Request an introduction to Nathan
Tell Nathan a little about what you're looking for. Nathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nathan
Is Nathan Kimle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan 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 Nathan charge for financial advice?
Nathan's firm, Greater Midwest Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nathan Kimle based?
Nathan Kimle is based in Saint Paul, Minnesota.
What does Nathan specialize in?
Nathan's specialties include small business owners. Nathan works with executives, retirees and pre-retirees.
Is Nathan Kimle registered with the SEC?
Yes. Nathan Kimle is registered as an investment adviser representative in MN (CRD 7067659), 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 Nathan Kimle?
Through Nathan'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.
See something wrong? Request a correction. Read our methodology.