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Patrick S

Series 63, Series 66

Minnetonka, MN

Great Valley Advisor Group, LLC

Patrick Scherven is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at EFS Advisors for 23 years and Advanced Advisor Group LLC for 12 years. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired
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