Jacob Michael Kogler

Employer firm

Greater Midwest Financial Group, LLC CRD 324387

$589M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  St. Paul, MN
• 05/2015 → Present
  Kestra Investment Services, Llc
  St. Paul, MN
• 01/2023 → Present
  Greater Midwest Financial Group, Llc
  St. Paul, MN

Previous Registrations

• 2016-04-19 → 2023-05-01
  Kestra Advisory Services, Llc
  St. Paul, MN
• 2015-05-29 → 2016-09-22
  Kestra Investment Services, Llc
  St. Paul, MN
  Austin, TX

Other Businesses

Business Name: Greater Midwest Financial Group Investment Related: Yes Address: 3222 Rice Street St. Paul MN 55126 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Case Manager Start Date: 10/15/2012 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Prepare cases for advisors

Exams

• S66 Uniform Combined State Law Examination
  2013-07-18

Designations

• Certified Financial Planner