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Dylan James Ronn

Investment Adviser Representative at Greater Midwest Financial Group, LLC

Saint Paul, MNCRD #6966724Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Dylan James Ronn is an investment adviser representative with Greater Midwest Financial Group, LLC in Saint Paul, MN, where they have been registered since 2026. They have worked in the securities industry since 2026 and were previously registered with Kestra Investment Services, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.

Office

3222 Rice St.
Saint Paul, MN 55126

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/18/2026
Series 7
General Securities Representative Examination
Passed 11/17/2022
SIE
Securities Industry Essentials Examination
Passed 12/15/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Greater Midwest Financial Group, LLCCurrent
5/18/2026 – Saint Paul, MN
Kestra Investment Services, LLC
11/17/2022 – 3/31/2023St. Paul, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Aveda
    Jun 2016 – Aug 2018Blaine, MN
  2. Kestra Investment Services, LLC
    Nov 2022 – Mar 2023St. Paul, MN
  3. Unemployed
    May 2012 – Apr 2017Blaine, MN
  4. University of Minnesota Duluth
    Aug 2018 – May 2021Duluth, MN
  5. Kohls
    Aug 2018 – Feb 2019Duluth, MN
  6. Tiki Tom's
    Aug 2019 – Feb 2020Duluth, MN
  7. Greater Midwest Financial Group, LLC
    May 2021 – no end date reportedSt. Paul, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Greater Midwest Financial Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Greater Midwest Financial Group offers benefit planning, business owner services, educational planning, estate planning and wealth transfer, executive benefit strategies, insurance and risk management, long-term care and elder care planning, organizational services, retirement planning, tax planning, and wealth management.

Retirement PlanningFinancial PlanningEstate PlanningTax PlanningInsuranceBusiness PlanningSocial SecurityWealth ManagementRisk Management
Firm areas of expertise
Wealth ManagementRetirement PlanningSmall Business PlanningEstate PlanningTax PlanningInsurance And Risk ManagementEducational PlanningExecutive Benefit StrategiesLong-term Care PlanningBenefit PlanningFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
1
Main office:
Saint Paul, MN
SEC file number:
801-127206

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 10, 2026

View full firm profile

Other advisors at Greater Midwest Financial Group, LLC

7 other advisors in the directory

View Greater Midwest Financial Group, LLC firm profile

Similar advisors in Saint Paul, MN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dylan James Ronn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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