Nathan M. Kimle

GREATER MIDWEST FINANCIAL GROUP

Saint Paul, MN 55126

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CRD#: 7067659

Professional summary

Nathan Martin Kimle, who also goes by Nathan M Kimle, is a registered financial advisor currently at GREATER MIDWEST FINANCIAL GROUP, LLC located in Saint Paul, Minnesota.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nathan has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan M Kimle

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 Nathan Martin Kimle'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®

None

Experience

Current

February 10, 2025 - Present

GREATER MIDWEST FINANCIAL GROUP, LLC

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

RIA

CRD#: 324387

Saint Paul, MN

Past

January 3, 2024 - August 6, 2024

NUVEEN SECURITIES, LLC

CRD#: 469

MINNEAPOLIS, MN

Past

December 18, 2023 - August 6, 2024

NUVEEN ASSET MANAGEMENT, LLC

RIA

CRD#: 155584

CHICAGO, IL

Past

February 16, 2019 - September 7, 2023

NORTHWEST WEALTH MANAGEMENT, LLC

RIA

CRD#: 152816

SPENCER, IA

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
(2/10/2025)

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

Series 63

Date: 1/19/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/16/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/3/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 12/21/2023

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)

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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.

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Advisor Monitoring

Firm Stability Insights

Nathan M. Kimle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Martin Kimle's CRS (Customer Relationship Summary).

Certified licenses

Experience

NUVEEN SECURITIES, LLC

NUVEEN ASSET MANAGEMENT, LLC

NORTHWEST WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

GREATER MIDWEST FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/19/2024

Series 65

Date: 2/16/2019

SIE

Date: 1/3/2024

Series 7TO

Date: 12/21/2023

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

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