Robert Phillips
Robert Phillips is a CFP-designated registered investment advisor at Greater Midwest Financial Group, LLC, based in Saint Paul, MN, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 720 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GMFG offers wealth management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.10% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter.
Location
3222 Rice St., Saint Paul, MN, 55126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a financial advisor and vice president at Greater Midwest Financial Group LLC, where he dedicates nearly full-time hours to advisory, relationship management, and supervisory roles; he also works as an Investment Advisor Representative for Kestra Advisory Services, LLC. Additionally, Robert is a partner in JB Financial (real estate) and an owner of McVDB, LLC (real estate), dedicating minimal time to these ventures, and serves as CCO for Greater Midwest Financial Group, LLC, dedicating a few hours per week.
Employment History
Current Registrations
Greater Midwest Financial Group, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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.