The Financial Guys

The Financial Guys Team

Greg Petrie Financial Advisor

Greg Petrie*

Financial Advisor, Chartered Retirement Planning Counselor™, Certified Social Security Claiming Strategist™

Licenses & Certifications Include:

  • CRPC®
  • CSSCS®
  • Series 7
  • Series 63
  • Series 65

About Greg Petrie


Greg Petrie is a registered representative of The Financial Guys, LLC located in Eden Prairie, Minnesota. He is a Chartered Retirement Planning Counselor™, as well as a Certified Social Security Claiming Strategist™, and Financial Advisor.


Greg began his career in financial services in 1996, helping families with their insurance needs, and quickly learned of the importance of helping his clients make “fact-based decisions” about their finances. He is steadfast in his belief that the only way to provide his clients the advice they require to make such decisions, is by creating a formal financial plan for them that takes all of their financial data, goals, and dreams into consideration. He has built his financial planning practice working with people of all ages and walks of life.


Greg spent most of his youth growing up in the San Francisco Bay Area, then moved with his family to the Brainerd Lakes Area in Minnesota, where he was deeply rooted in the community. After finishing his college education, he moved to the Twin Cities, where he is happy to raise his family. He is involved in the community through several volunteer positions, and is an active member in his local church. When Greg is not working or spending his much-valued time with his family, he can be found on his motorcycle, flying an airplane, and enjoying Minnesota’s great outdoors.


Aside from Retirement Income Planning and Investment Planning, Greg offers Estate Planning Services, Tax Planning, and Social Security Optimization.