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Our financial advice team


Gregory Josewski, Private Wealth Advisor serving the Maple Grove, MN area - Ameriprise Advisors

Gregory Josewski

CFP®

Private Wealth Advisor

OwnPath Wealth Advisors
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Domestic Partner Planning
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.S. in Investment Finance, University of Minnesota
  • Carlson School of Business

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2023
  • Ameriprise Circle of Success, 2004-2021
  • Ameriprise Circle of Success Diamond Ring, 2015

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer as:

  • Head traveling basketball coach for Roger’s grade 5
  • Assistant baseball & football coach for Roger’s grades 2 & 7

Interests

Enjoys fishing, camping, hiking, traveling, golfing and coaching my children's athletic teams.