Broker Check
Greg Hanson

Greg Hanson

President

Greg Hanson is an independent financial advisor with over 30 years of experience working with individuals, families and small businesses.  He understands financial planning is about more than money.  It is about you and your objectives.  His experience, values and knowledge enable him to help you work toward your goals.   

The most important thing Greg has learned is that developing a personal relationship with a client is crucial to having a successful business relationship.  Without a solid personal relationship, he cannot provide the custom level of service you need.  He takes his career of helping people pursue financial wellness seriously.   

As an Accredited Investment Fiduciary (AIF)®, Greg has a fiduciary responsibility to his advisory clients to:

  • Put his client's best interests before his own, seeking the best prices and terms.
  • Do his best to ensure the advice he provides is accurate.
  • Act in good faith.

Outside of work Greg spends his time to his wife and their two sons.  They enjoy fishing, golfing, traveling and spending time at their cabin in northern Minnesota.  

Greg received his Bachelor of Science in Finance from the University of Minnesota. He holds FINRA series 7, 63 registrations through LPL Financial, Series 65 through Private Advisor Group, as well as an insurance license and AIF professional designation.