Broker Check
Greg Opsal, AAMS®

Greg Opsal, AAMS®

Partner

Greg began his career as a financial advisor with Waddell & Reed in 2014. He enjoys getting to know each client, understanding their unique situation and developing a plan to help pursue their goals.

Aside from work, Greg enjoys traveling and spending time with his wife (Katie), twins (Eli & Leah) and sons (Jack & Brody).

Designations

  • ACCREDITED ASSET MANAGEMENT SPECIALIST® designation
    • February 2019

Education

  • Graduate of University of Northern Iowa in 2003

Licenses

  • Securities: Series 7, 66 held through LPL Financial
    • Offering investment advisory services and securities in multiple states.
  • Insurance: Life, Accident and Health, and Variable Life
    • Offering insurance products and services in in multiple states.

(06/21)