Broker Check
Greg Braun, CFP®

Greg Braun is the owner of Braun Financial Services. He provides professional financial guidance utilizing a variety of product and service solutions. Greg has been an Advisor with Avantax Investment ServicesSM since 1997. Avantax Investment ServicesSM supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions.

Greg established Braun Financial Services in Broken Arrow, Oklahoma in 1996. Prior to his current affiliation with Avantax Investment ServicesSM, Greg was with Commonwealth Financial Services, starting his independent practice after a prior affiliation with Investacorp beginning in 1993 as an advisor with The Financial Planning Group in Tulsa, Oklahoma.

Greg's experience outside of his investment advisor career includes various technical and managerial endeavors within the telecommunications, information systems and manufacturing business sectors. 

Greg graduated from Tulsa University with degrees in business and information systems, receiving his MBA in 1988 and BSBA in 1987. Greg is also a graduate of the University of Oklahoma with a degree focused in business management, obtaining his BBA degree in 1981.

Braun Financial Services serves the needs of individuals, corporations, partnerships, trusts, estates and foundations providing services that include traditional brokerage accounts, fee-based management accounts, private money management, individual and business retirement plans, education planning, stocks, bonds, mutual funds, life, health, disability and long-term-care insurance, variable and fixed annuities, multi-generational estate planning, online account access, check writing and debit cards, account consolidation and systematic investment and income distribution plans.