James William Ronn
Investment adviser representative at Greater Midwest Financial Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$589.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Greater Midwest Financial Group, LLCJan 2023 to now
- Kestra Advisory Services, LLCApr 2016 to now
- Kestra Investment Services, LLCMay 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (MN).
Greater Midwest Financial Group, LLC
$589.3MAssets managed
699Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2596428
- Firm CRD
- 324387