Greg Baune, CLU in

Greg Baune, CLU

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Wealth Management Advisor at Bield Wealth Management
📍 St Paul, Minnesota, United States

Greg Baune is a Wealth Management Advisor with Northwestern Mutual and Bield Wealth Management, where he helps high-net-worth clients create comprehensive financial plans. He is a University of St. Thomas graduate and has been recognized by Forbes as a Best-in-State Financial Security Professional multiple times.

Outside of his professional life, Greg resides in Hudson, Wisconsin, with his wife and their two children. He enjoys spending his personal time outdoors with his family, golfing, and traveling.

He has earned multiple professional designations, including Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).

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Experience
32 Years
Current Role
Wealth Management Advisor
Location
St Paul, Minnesota, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Greg cares about

Holistic Financial Planning
Focuses on creating comprehensive, long-term financial strategies covering wealth management, retirement, and estate planning for his clients.
Tax-Efficient Investing
His practice emphasizes structuring investments to mitigate taxes and maximize long-term growth, as indicated by his posts on tax bracket changes.
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Career

Work history

7-2024
Wealth Management Advisor
Bield Wealth Management
1-1994 - 7-2024
Wealth Management Advisor
B&B Wealth Management Partners
1994
Wealth Management Advisor
Northwestern Mutual Financial Network
In the press

Media appearances

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Education
1993 - 1996
Education details unavailable
University of St. Thomas
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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