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OUR MISSION

At Greseth Financial Group, our mission is to serve your comprehensive investment planning needs for every aspect of your life. We have built our practice by blending our family values with our investment philosophy of discovering and creating value where others may not see it. Our combination of family values, modern investment planning practices, and agile investing strategies empowers our team to observe life through your eyes – enabling us to create tailored portfolios designed to build value for you and your family for generations to come.

2022 forbes best in state
Managing Partner Shawn Greseth has been recognized by Forbes as one of the Best-in-State Wealth Advisors for 2022. This accolade represents a list of professionals who come to work with one goal in mind – helping their clients succeed.

The Forbes Best-In-State Wealth Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

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THERE'S NO BETTER TIME THAN THE PRESENT

By getting to know you and the goals you have for your family, we can begin charting an investment path toward your ideal financial future. If you haven’t begun the conversation with us, today’s the day. Let’s get started.
Greseth Financial Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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