Broker Check

Accolades

Greg Sommersberger started at Baird Private Wealth Management in 2003 and over the course of his career developed a distinguished practice that delivers a high level of service to simplify your financial life and discover true opportunity. These include:

Current Accolades

  • Forbes Best-In-State Wealth Advisor
  • Baird Top 10 Advisor Nationally
  • Baird Chairman's Club Member
  • Baird 1919 Club Member


Previous Accolades

  • Financial Planning Top 40 Advisors Under 40
  • On Wall Street Top Regional Advisor Under 40
  • Forbes Top Next-Gen Wealth Advisor
  • Baird President’s Club Member
  • Baird Rookie of the Year

 


Forbes Best in State Wealth Advisor: Greg ranked No. 13 on the 2022 list for Wisconsin. Published on April 7, 2022. Rankings based on data as of June 30, 2021 

Barron’s Top 1,200 Financial Advisors In America: Greg ranked No. 18 on the 2021 list for Wisconsin.  Published on March 12, 2021. Rankings based on data as of June 30, 2021. 

Financial Planning: Greg ranked No. 40 on the 2018 list.  Published on Jan 16th, 2018. Rankings based on data as of Sep 30th, 2017. 

On Wall Street Top Regional Advisor Under 40: Greg ranked No. 3 on the 2019 list. Published on Feb 1st, 2019. Rankings based on data as of Dec 31st, 2018.

Forbes Top Next-Gen Wealth Advisor Awar: Greg ranked No. 10 on the 2019 list. Published on Jul 24th, 2019 based on data as of Mar 21st, 2019.