Michael J Greve, CFP®, has more than 25 years of experience serving individuals and the local community. Mike is a CERTIFIED FINANCIAL PLANNERTM professional and holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network®.
Education has long been in Mike's blood. His father served as principal and middle school teacher at St. Paul's Lutheran School in Watertown, Minnesota. Taking his dad's lead, Mike went off to earn a bachelor's degree from Concordia University-Chicago. He also holds a master's degree in administrative leadership from the University of Wisconsin in Milwaukee. Prior to working in wealth management, Mike served as a math and science teacher for eight years and then principal for three years at Lutheran high schools in Wisconsin and Texas. Mike has also been active in coaching boys' basketball for many years at several Lutheran elementary and high schools.
This vast experience leads Mike to sincerely educate his clients, so that they may be an active participant in their own financial, life success. Mike's primary focus is on protecting and preserving what matters most to you. This commitment to excellence is strengthened by experience and values shared in common with you. Mike will be your teacher, your cheering coach, your committed partner in your plan, for a future that you love.
Mike provides a comprehensive, client-focused approach to financial planning that ensures recommendation of programs that will encompass each client's financial goals, time frames and risk tolerance. Mike specializes in investment analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning, and succession planning.
Michael J Greve is proud to have been recognized as a Founder's Club advisor for 2017—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.