Kristie
Weber
Great Valley Advisor Group, Inc
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About this Advisor
Kristie Weber is a financial advisor operating out of Altoona, Wisconsin who has 3 years of industry experience. Weber works at Great Valley Advisor Group, Inc. During their career, Weber has held roles at Triad Advisors, Inc, Triad Advisors LLC, Bernicke & Associates, LTD, Swell Gal Products, LLC, Lpl Financial LLC, Great Valley Advisor Group, Inc(Dba:Bernicke Wealth Management), Triad Advisors, LLC and Bernicke Wealth Management, LTD. Weber holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Wisconsin. Great Valley Advisor Group, Inc is a registered investment firm that has its headquarters in Wilmington, DE. It has offices in 72 locations and a total of 146 employees. It manages $5 billion in assets under management across its 21,345 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 21,345 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. Great Valley Advisor Group, Inc performs 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. Financial management fees usually depend on which services the firm provides the client. However, fees billed by Great Valley Advisor Group, Inc most 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
Kristie Weber Work History
Kristie has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
Great Valley Advisor Group, Inc(Dba:Bernicke Wealth Management)
Bernicke Wealth Management, LTD
Triad Advisors, LLC
Triad Advisors LLC
Triad Advisors, Inc
Bernicke & Associates, LTD
Triad Advisors, Inc
Swell Gal Products, LLC
Triad Advisors, Inc
Bernicke & Associates, LTD
Swell Gal Products, 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 Kristie Weber 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
Altoona, WI
Wilmington, DE
Altoona, WI
Brookfield, 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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