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Nathan Kimle

6 Years of Experience
Saint Paul, MN

Nathan Kimle is a registered investment advisor at Greater Midwest Financial Group, LLC, based in Saint Paul, MN, with 6 years of industry experience. Nathan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
720 clients
Average Client Portfolio
$711K average
Assets Under Management
$511.9M

Fee Structure

Investment management only (planning not offered)

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.

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Location

3222 Rice St., Saint Paul, MN, 55126

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Greater Midwest Financial Group, LLC
February 2025 - Present · 1 yr 2 mos
Previous Registrations
Nuveen Securities, LLCBroker
January 2024 - August 2024 · 7 mos
Nuveen Asset Management, LLC
December 2023 - August 2024 · 8 mos
Northwest Wealth Management, LLC
February 2019 - September 2023 · 4 yrs 7 mos
State Registrations1 state
MN
Advisor

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.

Exams
No exam information available for this advisor.