business owner looking at documents

4 Ways a Financial Planner is Vital for Your Small Business

Small business owners are used to doing things themselves. It’s a necessary part of ownership and often what makes their business successful to begin with. However, handling your own finances alone ...
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How to Build Wealth in a Volatile Market

Volatility is a term most investors and those looking to build wealth are familiar with, and though many see it as a risk, with unpredictable swings and uncertainties in the market, it can be a ...
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What Does a Financial Planner Do?

There’s an endless amount of financial questions we all face in our lives – and just about everyone has an opinion on the right answers. But choosing who to listen to with all that noise is the real ...
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When You Should Rebalance Your Portfolio

When it comes to investing, maintaining a balanced portfolio is a crucial aspect of long-term success. A key strategy in achieving this is rebalancing your portfolio. In this blog we will explore ...
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What is a Fiduciary?

Today we’re going to tackle one of the most common questions that clients are afraid to ask: what actually is a fiduciary? This term is thrown out quite often when looking for financial advice, ...
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5 Essential Financial Services for Business Owners

As a business owner, you know that managing your finances is a crucial aspect of running a successful company. However, with so many financial services available, it can be overwhelming to decide ...
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Wealth Management Tips for Business Owners

It’s no secret that business owners wear many hats - and often they’re so focused on the present that financial planning for the future gets left to the wayside.
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What is Passive Investing?

There are a few options for investing. Is passive investing the right strategy to reach your long-term financial goals?
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How to Retire in a Bear Market

Worrying about your retirement portfolio during a bear market is stressful. Adapting to market changes thoughtfully is key to maintaining the wealth you have accrued and minimizing risks when ...
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Greater Midwest Financial Group, LLC3222 Rice Street St. Paul MN 55126 651-490-9790 Get Directions

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Greater Midwest Financial Group, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice. View Investor Disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

To receive the 2021 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 3606 wealth managers in the Twin Cities area were considered for the award. 589 were named 2021 Five Star Wealth Managers which represents 16% of the total candidates in the area. Wealth managers do not pay a fee to be considered or placed on the final list of the 2021 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

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