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Greg Buxa

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Greg Buxa
Financial Advisor
.
FIC, RICP®, CCPS®, APMA™
Part of the Legacy Financial Group practice
1227 Corporate Center Dr Ste 205
Oconomowoc, WI 53066
About Greg Buxa
About Greg Buxa

I’ve spent my life helping others. As a Coast Guard pilot, my favorite part of the job was helping people. I frequently rescued people who were not prepared for the weather or ocean they navigated. Now, as a full-time financial professional, I continue to help people but in a different way.


Outside of the office you will find me spending time with my wonderful wife Linda. We have three adult children - Abby, Lydia and Ben. I enjoy staying fit by bike riding, hiking, rowing, and walking.

Living generously in Lake Country supporting.
Living generously in Lake Country supporting.
  • Christian Education
  • Military Veterans
  • Community
Education & Accomplishments
  • MPA Organizational Leadership, National University
  • Bachelor of Science, Electrical Engineering, USCG Academy
  • RICP (Retirement Income Certified Professional)
  • APMA™ (Accredited Portfolio Management Advisor)
  • CCPS (Certified College Planning Specialist™)
  • FIC (Fraternal Insurance Counselor)
  • Life & Health Insurance Licenses.
  • FINRA Series 66 Uniform Combined State Law.
  • FINRA Series 07 General Securities Representative.
My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Certified College Planning Specialist®
  • Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative
My state licenses
  • Alaska
  • Arizona
  • California(Insurance Lic. #0I86135)
  • Colorado
  • Illinois
  • Minnesota
  • North Dakota
  • Wisconsin

Insights

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Charitable bunching: A smart way to maximize your giving & tax deductions
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Insight image
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.
Office location
Oconomowoc Location
1227 Corporate Center Dr Ste 205
Oconomowoc, WI 53066
Phone262-567-2940Hours

M – Th: 9:30 a.m. – 5 p.m.

Fri 9:30 a.m. – 3 p.m.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations