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Financial ADVSR advisor directory · SEC adviser records

Great Valley Advisor Group, LLC financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Great Valley Advisor Group, LLC office in Wisconsin, by city and A to Z.

The short answer

23 registered advisors work at Great Valley Advisor Group, LLC in Wisconsin, out of 191 nationwide; it's the firm's number 3 state by advisors, and the most are in Brookfield (14). 3 list the CFP designation and 19 are also registered broker representatives.

Great Valley Advisor Group, LLC advisors by city in Wisconsin

Every firm in Wisconsin →

Brookfield 14Altoona 4Whitehall 2Hudson 1Marshall 1Waukesha 1

Great Valley Advisor Group, LLC advisors in Wisconsin, A to Z

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Great Valley Advisor Group, LLC advisors in every state →Great Valley Advisor Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Great Valley Advisor Group, LLC in other states

Pennsylvania 98Minnesota 28Florida 12Delaware 4South Carolina 4Massachusetts 3Virginia 3

Questions

How many Great Valley Advisor Group, LLC financial advisors are in Wisconsin?

23 investment adviser representatives are registered at Great Valley Advisor Group, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 191 at the firm nationwide. 3 list the CFP designation and 19 are also registered as broker representatives.

Where in Wisconsin does Great Valley Advisor Group, LLC have the most advisors?

Brookfield, with 14, then Altoona (4). Great Valley Advisor Group, LLC has advisors in 6 cities in Wisconsin.

How do I check a Great Valley Advisor Group, LLC advisor in Wisconsin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Great Valley Advisor Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.