Leif
Briel
Great Valley Advisor Group, Inc
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About this Advisor
Leif Briel is a financial advisor based in Hopkins, Minnesota, working with Great Valley Advisor Group, Inc. Leif has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and Lpl Financial LLC. Leif has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Leif is part of Great Valley Advisor Group, Inc, which operates out of Hopkins, Minnesota. The firm has 72 offices and 175 employees. The firm manages assets totaling $7.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Great Valley Advisor Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$7,343,187,109
175
24,276
$302,488
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Leif Briel Work History
Lpl Financial LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Leif Briel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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