Dylan James Ronn
Investment adviser representative at Greater Midwest Financial Group, LLC
11 yearsExperience
1 stateRegistered in
$589.3MFirm assets
3 yearsFirm in business
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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, LLCMay 2021 to now
- Kestra Investment Services, LLCNov 2022 to Mar 2023
- Tiki Tom'sAug 2019 to Feb 2020
- University of Minnesota DuluthAug 2018 to May 2021
- KohlsAug 2018 to Feb 2019
- AvedaJun 2016 to Aug 2018
- UnemployedMay 2012 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 6966724
- Firm CRD
- 324387