Keaton
Divelbiss
Great Valley Advisor Group, Inc
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About this Advisor
Keaton Divelbiss is a certified financial planner working out of Norman, Oklahoma who has 3 years of industry experience. Divelbiss works at Great Valley Advisor Group, Inc. Throughout their career, Divelbiss has worked at Hillcrest Country Club, Fastlanes, Norman North High School, Oklahoma Wesleyan University, Diversified Wealth Management, Lpl Financial LLC and Great Valley Advisor Group, Inc. Divelbiss has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Oklahoma. Great Valley Advisor Group, Inc is a registered investment company based out of Wilmington, DE. The firm has offices in 72 locations and a total of 146 financial advisors. It handles $5 billion in assets under management across its 21,345 accounts, making it one of the biggest firms in the country 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 investable assets. Great Valley Advisor Group, Inc 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. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types billed by Great Valley Advisor Group, Inc most likely include any blend 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
Keaton Divelbiss Work History
Keaton has been registered as a financial advisor for 3 years.*
Diversified Wealth Management
Lpl Financial LLC
Great Valley Advisor Group, Inc
Hillcrest Country Club
Oklahoma Wesleyan University
Fastlanes
Norman North High School
*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 Keaton Divelbiss 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
Kutztown, PA
Waukesha, WI
Wilmington, DE
Boca Raton, FL
Wilmington, DE
Waukesha, WI
Wilmington, DE
Black River Falls, WI
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.
