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Greg Anthony Hanson

Advisor at OSAIC — Stillwater, MN

Updated today

Credentials

ChFC®, Series 63

Experience

38 years

Location

Stillwater, MN 55082

OSAIC logo

OSAIC

Institution

Total advisors

7,832

Across 3,562 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Greg Hanson is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Woodbury Financial Services for 24 years. Hanson also owns a sole proprietorship focused on life and chronic care insurance coverage. OSAIC serves a diverse client base including retail and institutional investors, offering a range of advisory services and investment management solutions through a large network of affiliated advisers and multiple platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Stillwater, MN

105 New England Pl, Ste 240

Stillwater MN 55082

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

38 years of industry experience

OSAIC

2024 - Present • 2 years

Stillwater, MN

Woodbury Financial Services

2000 - 2024 • 24 years

Lake Elmo, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Dejan I

Series 65

Lake Elmo, MN

SCM Investment Services

I'm the founder of SCM Investment Services in Lake Elmo, MN — a fee-only, fiduciary advisory firm built on one belief: everyone deserves honest financial advice from someone legally required to put their interests first. My path here started on the trading floor at the Chicago Board of Trade, where I transacted over $1 billion in US Treasury Notes daily and later served as VP and Director of Discretionary Trading Operations. With degrees in Computer Science and Chemistry, I've always approached investing as a hard science — not a sales pitch. I earned my MBA from the University of Chicago Booth School of Business, the epicenter of evidence-based investing. No commissions. No exceptions. I've been quoted as a financial expert in CNN Money, Fortune, the Chicago Tribune, US News, and Investment News.

General retirement planning Wealth management Retirement income strategy Retirement withdrawal strategies Tax-loss harvesting

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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Peter O

Series 63, Series 65

Maplewood, MN

MPM Financial Corporation

Peter O'Brien is the owner and sole advisor of MPM Financial Corporation, an independent firm based in Maplewood, MN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to his current role at MPM Financial Corporation since 2020, he worked at Purshe Kaplan Sterling Investments and Voya Financial Advisors. In addition to his advisory work, he is a licensed agent for fixed and traditional insurance products. MPM Financial Corporation provides discretionary asset management primarily for individual investors and qualified retirement plans. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives and offers services including ongoing portfolio monitoring and financial consulting.

General retirement planning Wealth management Debt management Cash flow / budgeting
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Justin M

Series 66

Woodbury, MN

VIP Financial Associates

Justin Munger is a financial advisor at VIP Financial Associates with 16 years of industry experience. He has worked at Premier Capital Management, LLC dba VIP Financial Associates since 2016 and previously at Sawtooth Solutions LLC. In addition to his advisory role, Munger is an independent life and health insurance agent licensed in Minnesota and Wisconsin and owns a pet sitting and cleanup services business. VIP Financial Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm’s investment process focuses on individualized asset allocation and uses a combination of fundamental and technical analysis, relying on third-party model managers and ongoing portfolio monitoring.

General retirement planning Cash flow / budgeting
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Paula L

Series 63, Series 65

St Paul, MN

Ramsey Hill Asset Management LLC

Paula Lilly is a financial advisor at Ramsey Hill Asset Management LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ramsey Hill since 2011. Outside of her advisory role, she is a non-voting member of Mojave Color, LLC, a technology and software development company. Ramsey Hill Asset Management provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and uses long- and short-term trading strategies to build individualized portfolios aligned with clients’ objectives.

Passive / index investing Active portfolio management
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Britt C

Series 66

Saint Paul, MN

Clanton Financial Partners, LLC

Britt Clanton is the principal of Clanton Financial Partners, LLC in Saint Paul, MN, with 21 years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and Transamerica-affiliated firms. Outside of his advisory role, Clanton serves as Chief Financial Officer for Visibility Innovations, providing financial consulting services. Clanton Financial Partners is a state-registered investment adviser offering customized investment management and retirement-plan advisory services to individuals, high-net-worth clients, and ERISA retirement plans. The firm utilizes fundamental analysis with a primarily long-term investment strategy while allowing tactical adjustments and sponsors a wrap-fee program that consolidates custodial, trading, and administrative costs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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