Zachary Thomas Panek

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

• 10/2021 → Present
  Greater Midwest Financial Group, Llc
  St Paul, MN
• 01/2016 → 06/2017
  Gordy's Steakhouse
  Willernie, MN
• 06/2018 → 08/2018
  Revo Health
  Bloomington, MN
• 06/2019 → 08/2019
  Rbc Wealth Management
  North Oaks, MN
• 08/2019 → 08/2021
  Patrick Mcgovern's
  St. Paul, MN
• 09/2017 → 07/2021
  University Of St. Thomas
  Saint Paul, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-24

Other Names

• Zachary Panek