Investment Advisor Representative
Phone: (847) 698-4806
Fax: (847) 698-4808
Greg Petersen is an Investment Advisor Representative at Platinum Wealth Solutions LLC, a financial services firm specializing in retirement planning, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As an Investment Advisor Representative Greg is uniquely qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to help them realize their financial goals.
- University of Illinois at Urbana – Champaign, BS in Economics and minor in Informatics
- Series 7
- Series 66
- Life & Health Insurance
Greg regularly volunteers at a local food pantry. He enjoys fishing, the outdoors and baseball.