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The Process


We are committed to helping you reach your financial goals. The Investment process includes a thorough understanding of your risk tolerance and short and long term goals which results in an Investment strategy specific for you. You will be taken through a consultative process designed to determine how to meet your financial goals and dreams.

Step 1: Discover

  • What are your hopes and dreams?
  • What is your risk tolerance?
  • Any specific tax considerations?
  • What is your investment objective?
  • What is your time horizon?

Step 2: Recommend

  • Investment Portfolio Recommendations
  • Customized Asset Allocation Strategies
  • Wealth Management Services
  • Diversification

Step 3: Implement

  • Implement the Investment Strategy
  • Open Account
  • Funding

Step 4: Review

  • Quarterly Performance Reports
  • Investment Newsletters
  • Portfolio Rebalancing

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: CA, FL, MN, NC, VA, and WI.



What can we help you with today?

“From the start to finish, Great Midwest helped us through a process that could be intimidating and overwhelming, especially to First-time Buyers. At every step of the way, they answered questions, guided us through hurdles, and did so with respect and humor.”

Marilyn & Allison, Neenah

Great Midwest Bank