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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: 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