Gregg Shaffer
LPL Financial Advisor
Gregg has 24 years of experience as a Financial Advisor. He has received degrees from Drake University and the Kellogg Graduate School of Management at Northwestern University where he studied finance and marketing.
Gregg works with individuals and multi-generational families developing financial plans and investment strategies to work toward both their current needs and to provide a legacy to their families or cherished causes. He also includes insurance strategies in his plans for income, as well as life and long-term care insurance.
This is the 13th consecutive year that Gregg has been honored as a 5 Star Wealth Manager by Milwaukee Magazine.
Residing in Shorewood with his wife Gina and their children Nick and Mariana, Gregg enjoys spending time traveling and skiing with his family.
Gregg was Assistant Scoutmaster for Shorewood Boy Scout Troop 6 for many years while Nick was a Scout, and currently serves as a volunteer Merit Badge Counselor for the Boy Scouts of America. Gregg also serves on the Board that owns and operates the Theta Chi Fraternity house at Drake University where he and Nick are members.
Gregg holds the Series 7 registration through LPL Financial and the Series 66 registration through LPL Financial and Richmond Investment Services, LLC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Richmond Investment Services, LLC, a registered investment advisor and separate entity from LPL Financial. Member FINRA/SIPC.