Steven
Latham

Great Valley Advisor Group, Inc

CRD#5432016
Investment Advisor
in Altoona, WI

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About this Advisor

Steven Latham is a financial advisor based in Altoona, Wisconsin, working with Great Valley Advisor Group, Inc. Steven has previously held positions at RBC Capital Markets Corporation, Ameriprise Financial Services, Inc, LPL Financial, LLC, and Great Valley Advisor Group, Inc. Steven has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Wisconsin. Currently, Steven is part of Great Valley Advisor Group, Inc, which operates out of Altoona, 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1565 Bluestem Blvd.
Altoona, WI 54720

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$7,343,187,109

WI Average: $20,326,190,483
Total Number of Employees

175

WI Average: 53
Total Number of Accounts

24,276

WI Average: 624
Average Account Size

$302,488

WI Average: $32,574,023

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

Steven Latham Work History

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Great Valley Advisor Group, Inc

2019 - 2021 (2 years)

Ameriprise Financial Services, Inc

2008 - 2019 (11 years)

Rbc Capital Markets Corporation

Disclosures

Please visit the SEC profile of Steven Latham 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

David Guild
Altoona, WI
Eric Johnson
Madison, WI
James Spinelli
Wilmington, DE
Robert Schmauk
Wilmington, DE
Marc Poulos
Wilmington, DE
Alan Reese
Braintree, MA
April Breheim
Black River Falls, WI
Robert O'Reilly
Doylestown, PA

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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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.

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