April
Breheim
Great Valley Advisor Group, Inc
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About this Advisor
April Breheim is a financial advisor working out of Black River Falls, Wisconsin who has 2 years of industry experience. Breheim works at Great Valley Advisor Group, Inc. Throughout their career, they have worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Royal Credit Union, Invest Financial Corporation, Lpl Financial, LLC and Jackson County Bank. Breheim has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota and Wisconsin. Great Valley Advisor Group, Inc is a registered investment business that has its headquarters in Wilmington, DE. The company has offices in 72 locations and a total of 146 employees. It has $5 billion in total assets across its 21,345 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 21,345 client accounts, just 3% are associated with high-net-worth individuals who have greater 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 fee schedules typically are based on which service is provided. However, fee types billed by Great Valley Advisor Group, Inc can be comprised 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
April Breheim Work History
April has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Jackson County Bank
Royal Credit Union
Invest Financial Corporation
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*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 April Breheim 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
Waukesha, WI
Kutztown, PA
Wilmington, DE
Boca Raton, FL
Sparta, NJ
Brookfield, WI
Black River Falls, WI
Wilmington, DE
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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