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Greg Alft Email & Phone Number
President and Financial Planner
at
Forward Financial Group
1 work email found
@forwardfg.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
President and Financial Planner
Location
Greater Milwaukee, United States
Company size
Who is Greg Alft? Overview
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Quick answer
Greg Alft is listed as President and Financial Planner at Forward Financial Group, a with 41 employees, based in Greater Milwaukee, United States. AeroLeads shows a work email signal at forwardfg.com and a matched LinkedIn profile for Greg Alft.
Greg Alft previously worked as President & Financial Planner at Forward Financial Group and Financial Advisor at Waddell & Reed. Greg Alft studied at University Of Wisconsin-Madison.
Company email context
Email format at Forward Financial Group
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{first_initial}{last}@forwardfg.com
89% confidence
AeroLeads found 1 current-domain work email signal for Greg Alft. Compare company email patterns before reaching out.
Profile bio
About Greg Alft
Worried about planning for retirement? Concerned about the cost of healthcare? Will your investments provide enough income for retirement? Our planning process is designed to inform, organize and help prepare you for the inevitable financial decisions you will have to make.What this means is that I can help simplify the complexities of your financial life so that we are in a position to make informed choices when the time comes.I believe the real benefit is knowing that there is a plan in place that aligns your goals for the future & the confidence that can come with understanding how to pursue those goals.Education and Background Greg is originally from Wisconsin Rapids and graduated from Arizona State University in 2005. Previously he worked as an employee in the School District of Waukesha before entering his current field. Family & CommunityGreg and his wife Katie and two kids reside in Lisbon. In his leisure time he enjoys hunting, fishing, traveling and playing tennis. He is currently on the board of directors of the Waukesha Tennis Association.
Current workplace
Greg Alft's current company
Company context helps verify the profile and gives searchers a useful next step.
Forward Financial Group
4 roles
Greg Alft work experience
A career timeline built from the work history available for this profile.
President & Financial Planner
CurrentI oversee a team of that follows a fiduciary standard and works with individuals, families and small businesses to help them more efficiently reach their financial goals. Securities offered through LPL Financial member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Forward Financial Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
May 2019 - Present
Financial Advisor
Worked with clients to help them and their families aim to achieve their long term financial goals.Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.
Jul 2013 - May 2019
Teacher
School District Of Waukesha
May 2005 - Jan 2013
Team & coworkers
Colleagues at Forward Financial Group
Other employees you can reach at forwardfg.com. View company contacts for 41 employees →
JY
Janet Yoder
Colleague at Forward Financial GroupDenver Metropolitan Area, United States
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JH
Jana Heinzelmann
Colleague at Forward Financial GroupMenomonee Falls, Wisconsin, United States
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KS
Kevin Steffen
Colleague at Forward Financial GroupVero Beach, Florida, United States
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SD
Steven Dye
Colleague at Forward Financial GroupMilwaukee, Wisconsin, United States
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JH
Jana Heinzelmann
Colleague at Forward Financial GroupWaukesha, Wisconsin, United States
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EC
Eric Coleman
Colleague at Forward Financial GroupValrico, Florida, United States
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DK
Dana Koppler
Colleague at Forward Financial GroupClarksburg, West Virginia, United States
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Janet Yoder
Colleague at Forward Financial GroupDenver Metropolitan Area, United States
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JH
Jana Heinzelmann
Colleague at Forward Financial GroupMenomonee Falls, Wisconsin, United States
View →
KS
Kevin Steffen
Colleague at Forward Financial GroupVero Beach, Florida, United States
View →
SD
Steven Dye
Colleague at Forward Financial GroupMilwaukee, Wisconsin, United States
View →
JH
Jana Heinzelmann
Colleague at Forward Financial GroupWaukesha, Wisconsin, United States
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EC
Eric Coleman
Colleague at Forward Financial GroupValrico, Florida, United States
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DK
Dana Koppler
Colleague at Forward Financial GroupClarksburg, West Virginia, United States
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3 education records
Greg Alft education
Education record
University Of Wisconsin-Madison
Secondary Education
Arizona State University
Education record
Wisconsin Rapids Lincoln High School
FAQ
Frequently asked questions about Greg Alft
Quick answers generated from the profile data available on this page.
What company does Greg Alft work for?
Greg Alft works for Forward Financial Group.
What is Greg Alft's role at Forward Financial Group?
Greg Alft is listed as President and Financial Planner at Forward Financial Group.
What is Greg Alft's email address?
AeroLeads has found 1 work email signal at @forwardfg.com for Greg Alft at Forward Financial Group.
Where is Greg Alft based?
Greg Alft is based in Greater Milwaukee, United States while working with Forward Financial Group.
What companies has Greg Alft worked for?
Greg Alft has worked for Forward Financial Group, Waddell & Reed, and School District Of Waukesha.
Who are Greg Alft's colleagues at Forward Financial Group?
Greg Alft's colleagues at Forward Financial Group include Janet Yoder, Jana Heinzelmann, Kevin Steffen, Steven Dye, and Jana Heinzelmann.
How can I contact Greg Alft?
You can use AeroLeads to view verified contact signals for Greg Alft at Forward Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Greg Alft attend?
Greg Alft studied at University Of Wisconsin-Madison.
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