AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ZP

Zachary T. Panek

GREATER MIDWEST FINANCIAL GROUP
Saint Paul, MN 55126
Some features on this profile are disabled
CRD#: 7140691
ZP

Professional summary

Zachary Thomas Panek, who also goes by Zachary Panek, is a registered financial advisor currently at GREATER MIDWEST FINANCIAL GROUP, LLC located in Saint Paul, Minnesota.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Zachary has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zachary Panek

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 Zachary Thomas Panek'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

April 24, 2026 - Present

GREATER MIDWEST FINANCIAL GROUP, LLC

Office #1: 3222 Rice St., Saint Paul, MN 55126
RIA
CRD#: 324387
Saint 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".
GM
GREATER MIDWEST FINANCIAL GROUP, LLC
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
(4/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/24/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/21/2023
Securities Industry Essentials Examination

Current Firm

GM
GREATER MIDWEST FINANCIAL GROUP, LLC
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
13

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,484
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.

Company Information

GREATER MIDWEST FINANCIAL GROUP, LLC

CRD#: 324387Saint Paul, MN 55126

TRUST BUT VERIFY

Monitor Zachary Panek

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Chad Jonathan Rusten
Chad RustenAdvisorCheck Check Mark
ELEMENT SQUARED PRIVATE WEALTH
IAR
Minneapolis, MN
SS
Steven SchmidtAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
ST LOUIS PARK, MN
Michael Lee Erpenbach
Michael ErpenbachAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Lake Elmo, MN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.