Timothy
Weigel
Great Valley Advisor Group, Inc
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About this Advisor
Timothy Weigel is a certified financial planner working in Saint Paul, Minnesota who has 2 years of relevant experience. Weigel works at Great Valley Advisor Group, Inc. During their career, the advisor has held roles at Northwestern Mutual Wealth Management Company, Lpl Financial, LLC, Great Valley Advisor Group, Inc, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Life Insurance Company. Weigel holds a Series 63 license, which qualifies them as a securities broker, and is able to serve investors in Minnesota. Great Valley Advisor Group, Inc is a financial advisory firm based out of Wilmington, DE. The firm has offices in 72 locations and a total of 146 financial advisors. It has $5 billion in assets under management among its 21,345 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 21,345 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management typically vary depending on the type of services offered. However, fees billed by Great Valley Advisor Group, Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$5,084,083,044
146
21,345
$238,186
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
Timothy Weigel Work History
Timothy has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Great Valley Advisor Group, Inc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Weigel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Great Valley Advisor Group, Inc
Wilmington, DE
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
