Broker Check
Greg Sommersberger, QPFC

Greg Sommersberger, QPFC

Senior Investment Consultant | Managing Director

With 20 years as an investment professional, Greg is a Managing Director and Senior Investment Consultant with Baird. He specializes in managing wealth for families, professionals, and business owners. Greg and his group provide comprehensive retirement planning, estate planning, and investment management by utilizing Baird’s unique consultative approach. Credentialed with the Qualified Plan Financial Consultant designation, developed by the American Society of Pension Professionals and Actuaries (ASPPA), Greg is regarded as an expert in the highly specialized retirement plan industry.

Greg graduated Magna Cum Laude with a bachelor’s degree in finance with an emphasis on economics from Valparaiso University. He earned Academic All-American Honors for his performance and achievements on and off the football field. Greg also completed the Investment Consultant Program sponsored by Baird at the University of Chicago’s Graduate School of Business.

Throughout his career with Baird, Greg has earned numerous recognitions. He is a current member of the Baird Chairman’s Club and is recognized as one of Baird’s ‘Top 10’ Financial Advisors. Other past recognitions include Baird’s Presidents Club and Rookie Partner of the Year.

Greg is an active community member, currently on the board of Gathering on the Green and a member of Rotary. He served as President of the Saukville Chamber of Commerce, Mequon-Thiensville Rotary, and Phi Delta Theta Milwaukee Alumni Association. Greg resides in the Town of Grafton with his wife, Carrie, son, Oliver, and daughter, Lena.