Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
16 years
Location
Black River Falls, WI 54615
Great Valley Advisor Group, LLC
Multi-team
April Breheim is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. She has worked at LPL Financial, LLC since 2015 and was previously employed by Jackson County Bank from 2015 to 2021. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers to tailor portfolios.
Based on Great Valley Advisor Group, LLC
Based on Great Valley Advisor Group, LLC
Financial planning initial fixed fees up to $16,000 (negotiable); fixed fees for specific consulting services negotiated case-by-case.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.05% $1,000,000 - $3,000,000: 0.85% $3,000,001+: Negotiable
Commissions may be earned by IARs from sale of securities and insurance products; GVA may reduce advisory fees by amount of commissions earned by IARs.
Ongoing financial planning fees negotiable, typically up to $2,500 per year, payable monthly, quarterly, bi-annually, or annually.
Black River Falls, WI
609 State Hwy 54, Suite #300
Black River Falls WI 54615
Advisors at this office
1
Wisconsin
16 years of industry experience
LPL Financial, LLC
2015 - Present • 11 years
Black River Falls, WI
Jackson County Bank
2015 - 2021 • 6 years
Black River Falls, WI
Invest Financial Corporation
2013 - 2015 • 2 years
WI
Northwestern Mutual Investment Management
2012 - 2013 • 1 year
Altoona, WI
Equitable Advisors
2011 - 2012 • 1 year
WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Black River Falls, WI
Eagle Strategies (NY Life)
Kristin Stutz is a financial advisor with Eagle Strategies (NY Life) based in Black River Falls, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. She operates Illume Financial Strategies LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Kristin has also worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and manages a substantial portion of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.
Series 66
Black River Falls, WI
Edward Jones
Kristin Franks is a financial advisor with Edward Jones in Black River Falls, Wisconsin, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Franks serves as a board member for both the Black River Country Chamber of Commerce and the Black River Falls Public Library. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.
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