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Our Approach

Our approach involves helping our clients pursue their financial goals while enjoying life. All aspects of a client’s financial life are taken into account in developing a financial strategy.

Appropriate resources are selected through:

♦ Objective guidance and implementation

♦ Personalized financial strategies

♦ Your particular circumstances, which guide the way your money is managed. A portfolio is tailored based on your goals, income needs, tax situation, and risk tolerance.

♦ Access to virtually every Investment product without having to meet product quotas or having to recommend proprietary products.

our approach

We are proud to serve a diverse client base with a wide variety of asset levels and needs. We will partner with you on managing your entire investment portfolio or on a single basis of investing – for example – in one mutual fund, stock, or insurance product.

For more information, Email Dan Murphy or call him locally at (262) 641-1322 or
Toll Free (888) 485-4400.

Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.  Great Midwest Bank and Great Midwest Financial Center are not a registered broker/dealer and are not affiliated with LPL Financial.

Not FDIC InsuredNo Bank GuaranteeMay Lose Value
Not a DepositNot Insured by any Federal Government Agency

The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, IL, KS, MI, MN, NC, NM, SC, VA, and WI.

What can we help you with today?

“Thank you for everything you have done. Your service was great and the application process was quick and easy. The people at GMB listened to me and did not make judgements based on numbers.”

Henry, Nashotah

Great Midwest Bank