Greg B Wallace

Greg Wallace, Wealth Management Advisor, Northwestern Mutual, has earned the Retirement Income Certified Professional ® (RICP®) professional designation from The American College of Financial Services, Bryn Mawr, PA.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

Let Greg help you ensure your financial future is all you want it to be.

Speaking Engagements

Greg has been honored to be invited as a guest speaker at many Northwestern Mutual events including the Multicultural Affinity Summit in 2021, the African American Summit in 2018 & 2019, the National Black Growers Council in 2019 as well as numerous other panels and podcasts.

Greg Wallace is a lifetime resident of Bloomington MN, where he resides with his wife Jenn. They have three adult sons, Jake (& Janelle), Nick, & Sam.

When not in the office, it is likely you might find Greg up north at the cabin or on his farmland in Missouri as he is an avid hunter and fisherman. Greg also enjoys watching his son, Sam, playing college lacrosse, watching professional sports, traveling, and spending time with his family.  

Greg is a proud 1991 Alumni of the University of Northern Iowa, Cedar Falls. Go Panthers!!

Greg grew up in an environment in which he learned the rewards of helping others and was also able to witness the benefits of running your own business and being your own boss. Greg's parents each owned their own businesses and as they eased into retirement, these have now become multi-generational owned businesses. Having seen how satisfied & fulfilled his parents were with the results of their hard work and success, Greg knew that he also wanted to run his own business upon graduating from college.

It was his parents' financial advisor, who with 20 years of industry experience, who pointed Greg toward Northwestern Mutual where the support, training and professionalism of its field force is exceptional. As an advisor Greg continues to discover the incredible opportunity he has to help other people achieve their goals and objectives and as a bonus, Greg gets to do what he loves while he continues to make friends and help improve the lives of his clients.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.