April
Breheim
Great Valley Advisor Group, Inc
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About this Advisor
April Breheim is a financial advisor based in Black River Falls, Wisconsin, working with Great Valley Advisor Group, Inc. April has previously held positions at Royal Credit Union, Invest Financial Corporation, Lpl Financial, LLC, and Jackson County Bank. April has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, April is part of Great Valley Advisor Group, Inc, which operates out of Black River Falls, Wisconsin. 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
April Breheim Work History
Lpl Financial, LLC
Jackson County Bank
Royal Credit Union
Invest Financial Corporation
Disclosures
Please visit the SEC profile of April Breheim 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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Altoona, WI
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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