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Advisor at GREATER MIDWEST FINANCIAL GROUP, LLC
SAINT PAUL, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GREATER MIDWEST FINANCIAL GROUP, LLC | Independent wealth | Feb 10, 2025 | n/a | yes | SAINT PAUL, MN | Current employment |
| NUVEEN ASSET MANAGEMENT, LLC | Mixed wealth | Dec 18, 2023 | Aug 6, 2024 | no | CHICAGO, IL | Previous registration |
| NORTHWEST WEALTH MANAGEMENT, LLC | Independent wealth | Feb 16, 2019 | Sep 7, 2023 | no | SPENCER, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NUVEEN ASSET MANAGEMENT, LLC | GREATER MIDWEST FINANCIAL GROUP, LLC | Aug 6, 2024 | Feb 10, 2025 | 188 | Firm change | RIA to RIA |
| NORTHWEST WEALTH MANAGEMENT, LLC | NUVEEN ASSET MANAGEMENT, LLC | Sep 7, 2023 | Dec 18, 2023 | 102 | Firm change | Other |