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Derek W
CFA®
Minnetonka, MN
Great Valley Advisor Group, LLC
Derek Wiitala is a CFA® charterholder affiliated with Great Valley Advisor Group, LLC in Minnetonka, MN. He has prior experience working at Endeavr Financial Planning & Wealth Management, Isthmus Partners, and Reinhart Partners, as well as the University of Wisconsin-Madison. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers customized portfolio construction and ongoing oversight, utilizing both in-house and third-party strategies, and provides financial planning and retirement-plan consulting through a large network of approximately 190 advisors.
Leif B
CFP®, Series 63
Minnetonka, MN
Great Valley Advisor Group, LLC
Leif Briel is a Certified Financial Planner® with 15 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and Northwestern Mutual in various roles from 2011 to 2023. Outside of his advisory work, he has a business entity, Briel Enterprises, LLC, for tax and investment purposes. 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.
Trevor C
Series 63, Series 65, Series 66
Minnetonka, MN
Great Valley Advisor Group, LLC
Trevor Campbell is a financial advisor with Great Valley Advisor Group, LLC in Minnetonka, MN. He holds Series 63, 65, and 66 licenses and has 15 years of industry experience. His prior roles include positions at LPL Financial LLC, Northwestern Mutual Investment Services LLC, Brady Lindemann, Prudential, and Morgan Stanley. Outside of advising, he has worked as a bartender for Levy Restaurants since 2014. 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 through a combination of in-house strategies and third-party managers, emphasizing individualized portfolio construction and ongoing oversight.
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