Greg Burkhart
- Financial Advisor
- Financial Education
- Income Planning
- Investment Management
- Retirement Planning

ABOUT
Greg has a heart for people and understands the challenges they face in today’s world. Guided by decades of experience and expertise in the financial industry, Greg has developed a consistent business of educating clients so they can make sound financial decisions for their future. He is dedicated to covering all aspects of the financial planning process and partners with each client every step of the way. When questions arise or if life gets complex, Greg has made it a practice to be available.
Greg knows a key attribute in someone’s character and their success is understanding the importance of family. Greg’s the first to point out that he’s been blessed. He has an amazing wife, Beth, an adorable grandson, Jack, and three talented children, Courtney, Izaac, and Gretchen. Greg and Beth recently moved into their dream home overlooking the Mississippi River, and nothing brings them more joy than to gather there with family, enjoying lots of delicious food and great music.
At the end of the day, Greg’s hope is that his clients can envision their financial future with optimism, potential, and peace of mind, allowing them to truly enjoy their family and friends.
SCHOOL DISTRICTS
EMPLOYER | ID |
Lakeville ISD 194 | 194 |
Prior Lake ISD 719 | 719 |
Rosemount-Apple Valley-Eagan ISD 196 | 196 |
St. Paul ISD 625 | 625 |

14989 Florence Trl, Suite 101
Apple Valley, Minnesota 55124