Team Photo

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

Forbes Best-In-State Wealth Advisor 2023

Managing Partner, Shawn Greseth, has been recognized by Forbes as one of the Best-in-State Wealth Advisors in 2023. 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 Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.
Transcript

Our Approach to Client Service

Transcript

Weathering Market Volatility

Access your account

Review the financial details of your account, get real-time quotes, and manage alerts.

CLIENT LOGIN

Contact us

Please contact us with any questions you have, or schedule a time to discuss your future.

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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX