Advisor at Great Valley Advisor Group, LLC
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.
Location
Black River Falls, WI 54615
Credentials
Series 63, Series 65
Industry experience
16 years
April Breheim is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at LPL Financial, LLC since 2015 and concurrently served at Jackson County Bank from 2015 to 2021. Outside of her advisory role, she has experience as an office manager at Whitehall Dental Center. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs and alternative investments, with an investment approach that combines in-house strategies and external managers.
Based on Great Valley Advisor Group, LLC
Based on Great Valley Advisor Group, LLC
Fixed fees for financial planning and consulting services, initial planning fees up to $16,000 (negotiable)
$0 - $500,000: 2.50% $500,001 - $1,000,000: 2.25% $1,000,000 - $3,000,000: 2.00% $3,000,001+: Negotiable
Commissions from sale of insurance and securities products by IARs when acting as registered representatives or insurance agents
Hourly charges reported in SEC Form ADV Part 1, but not specified in brochure
Fee-only: Financial Planning fees up to $16,000 initial (negotiable), recurring fees up to $2,500 per year (negotiable)
609 State Hwy 54, Suite #300
Black River Falls, WI 54615
Wisconsin
LPL Financial, LLC
2015 - Present (11 years)
Jackson County Bank
2015 - 2021 (6 years)
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) in Black River Falls, WI, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. She has worked with Eagle Strategies since 2020 and operates Illume Financial Strategies LLC, a firm focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.
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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