Greg Hanson is an independent financial advisor with over 25 years of experience working with individuals, families and small businesses on wealth accumulation, preservation and distribution strategies. He understands financial planning is about more than money. It is about you and your objectives, whether you are accumulating wealth or withdrawing from your retirement accounts.
Helping people pursue financial wellness is a role Greg takes seriously. His experience, values and knowledge enable him to help you work toward your goals.
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.
Getting organized is the first step and it is often the hardest. Greg will help you focus on what is important to you. He wants to help you make good decisions with your money as well as manage the emotional aspects of investing. You may need to be reminded that sticking with your long-term plan is historically a better strategy than reacting to market changes or the news headlines.
Outside of work Greg devotes his time to his wife, Lisa and their two sons, Cal and Tyler. 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. He was named a Five Star Wealth Manager 9 times since 2012. 1
1 Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or place on the final list of 20012-2021 Five Star Wealth Managers.