Greg Hanson established APD Wealth Management in 2001 after 9 years learning about the industry at a local financial services company. He knows financial planning is about more than money. It is about you and your financial objectives.
Greg understands that developing a personal relationship with clients is crucial to having a successful business relationship. Without this connection, he cannot provide the customized 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.
In his spare time, he enjoys golfing, fishing, traveling and spending time at his cabin in northern Minnesota with his family and friends.
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.
