Gregory Altenau, CLU, ChFC

Greg is the founder of Altenau Financial Services, offering conservatively based financial services and life insurance to individuals, families, and small businesses.

In 1977, Greg graduated from Purdue University and two years later became a life insurance representative for Penn Mutual Life Insurance Co. Shortly thereafter, he added an assortment of investment products to his service offerings. Today, Greg is licensed to provide a wide range of financial services and insurance products including IRAs, 401k's, 529 college savings plans, and life, health, disability, and long term care insurance.  He has been named a member of the HTK Peak Summit Program (2015 - 2022), and has been recognized as a Five Star Wealth Manager** by Cincinnati Magazine (2012-2022).

Greg is an avid tennis player. He also enjoys playing the clarinet with a variety of groups including traditional German bands. He loves spending his free time with his wife Rose, their two sons and daughters-in-law, and their 6 grandchildren.

Please feel free to contact Greg at galtenau@htk.com or 513-598-8900.

**Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.