Robert Phillips
Greater Midwest Financial Group · Saint Paul, Minnesota
Robert Phillips is a fee-only financial advisor at Greater Midwest Financial Group in Saint Paul, Minnesota, who holds the CFP credential. Robert 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, TX · CRD 5692579 |
| Exams passed | Series 63 (2010) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.greater-midwest.com |
| Profile |
How Robert'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 Robert
Is Robert Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Greater Midwest Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Phillips based?
Robert Phillips is based in Saint Paul, Minnesota.
What does Robert specialize in?
Robert's specialties include small business owners. Robert works with executives, retirees and pre-retirees.
What credentials does Robert Phillips hold?
Robert Phillips holds the CFP credential.
Is Robert Phillips registered with the SEC?
Yes. Robert Phillips is registered as an investment adviser representative in MN and TX (CRD 5692579), 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 Robert Phillips?
Through Robert'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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