Jacob M. Kogler

GREATER MIDWEST FINANCIAL GROUP

Saint Paul, MN 55126

Some features on this profile are disabled

CRD#: 6129250

Professional summary

Jacob Michael Kogler, CFP® is a registered financial advisor currently at GREATER MIDWEST FINANCIAL GROUP, LLC located in Saint Paul, Minnesota.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jacob has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Michael Kogler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 24, 2023 - Present

GREATER MIDWEST FINANCIAL GROUP, LLC

Office #1: 3222 Rice St., Saint Paul, MN 55126

RIA

CRD#: 324387

Saint Paul, MN

Past

April 19, 2016 - May 1, 2023

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

St. Paul, MN

Past

May 29, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

St. Paul, MN

Past

May 29, 2015 - May 1, 2023

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

St. Paul, MN

Past

May 15, 2013 - June 4, 2015

LPL FINANCIAL LLC

CRD#: 6413

ST PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREATER MIDWEST FINANCIAL GROUP, LLC

CRD#: 324387 / SEC#: 801-127206

RIA

Registered Investment Advisory firm - (1/19/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/18/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2013

General Securities Representative Examination

Current Firm

GREATER MIDWEST FINANCIAL GROUP, LLC

CRD#: 324387 / SEC#: 801-127206

RIA

Registered Investment Advisory firm - (1/19/2023 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3222 Rice St., Saint Paul, MN 55126

Mailing Address

Phone number

(651) 490-9790

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR GREATER MIDWEST FINANCIAL GROUP, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,484
AUM (Assets Under Management)	$ 511,858,382

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Kyle Klatt

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

Brian Niemann

CETERA INVESTMENT ADVISERS LLC

IAR

Rice Lake, WI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jacob M. Kogler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Michael Kogler's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREATER MIDWEST FINANCIAL GROUP, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

GREATER MIDWEST FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2013

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2013

Current Firm

GREATER MIDWEST FINANCIAL GROUP, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREATER MIDWEST FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Similar Advisors