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DS

Donald R. Schroeder

GREATER MIDWEST FINANCIAL GROUP
Saint Paul, MN 55126
Some features on this profile are disabled
CRD#: 7362377
DS

Professional summary

Donald Rolland Schroeder, who also goes by Donald Schroeder, Donny Schroeder, is a registered financial advisor currently at GREATER MIDWEST FINANCIAL GROUP, LLC located in Saint Paul, Minnesota.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Donald has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donald Schroeder | Donny Schroeder

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 Donald Rolland Schroeder'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

March 10, 2026 - Present

GREATER MIDWEST FINANCIAL GROUP, LLC

Office #1: 3222 Rice St., Saint Paul, MN 55126
RIA
CRD#: 324387
Saint Paul, MN
Past

February 26, 2022 - March 31, 2023

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
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".
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
(3/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/10/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/8/2021
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
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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

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