Greg Hanson
Greg Hanson is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Stillwater, MN, with 37 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
105 New England Pl, Ste 240, Stillwater, MN, 55082
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Regulatory History (2)
Customer Dispute
March 2021Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Greg is the chief manager of Halloween Holdings LLC, which owns the office condo where he runs his securities business. He also owns Liberty Village Wealth Management, a sole proprietorship insurance business, and spends minimal time working with clients to shop for life and chronic care coverage insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.