Altoona, WI S Hillcrest Pkwy Office
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Great Valley Advisor Group, LLC
Multi-team
Firm-wide stats for Great Valley Advisor Group, LLC
About
Great Valley Advisor Group is an SEC‑registered, multi‑team investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, trusts and other entities. The firm supports a large advisor network (roughly 190 advisors) and offers discretionary and non‑discretionary investment management, financial planning, and retirement‑plan consulting across wrap and non‑wrap programs.
GVA emphasizes individualized portfolio construction and ongoing oversight, using a mix of in‑house strategies and third‑party managers or sponsored platforms (including programs offered through LPL, Fidelity, Schwab, and SEI). The firm conducts initial and at least annual due diligence on third‑party advisers, provides model and fund‑based allocations as well as algorithmic/digital options (e.g., Guided Wealth Portfolios), and implements rebalancing and monitoring to align portfolios with client objectives.
Distinctive features disclosed in the brochure include an independent contractor affiliation with Heike Law Offices, LLC to arrange legal services (estate documents, trusts, etc.), and that many GVA advisers are licensed insurance agents who spend an estimated 25–50% of their time selling insurance products—both arrangements are identified as potential conflicts and disclosed to clients. The brochure also notes a minority investment by LPL Capital Partners and an ongoing custody/clearing relationship with LPL, plus use of platforms such as Pontera and SEI, which the firm cites as operational and referral relationships clients should consider.
Based on Great Valley Advisor Group, LLC
Expertise
Based on Great Valley Advisor Group, LLC
Location
903 S Hillcrest Pkwy
Altoona WI 54720
Advisors at this office
4
Advisors at this office
David H
CFP®, Series 63
Altoona, WI
Great Valley Advisor Group, LLC
David Hopkins is a CFP®-certified financial advisor with 17 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has held roles at LPL Financial and Great Valley Advisor Group, Inc. Outside of his advisory work, he serves as a writing agent for non-variable insurance products and is involved with LTCI Partners LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers a range of investment management and planning services while utilizing both in-house and third-party strategies, with ongoing portfolio oversight and due diligence.
David G
Series 65
Altoona, WI
Great Valley Advisor Group, LLC
David Guild is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at North Point Advisor Group and Concord USA, as well as work with the Minnesota Department of Revenue and other organizations. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.
Matthew O
CFP®, ChFC®, Series 66
Altoona, WI
Great Valley Advisor Group, LLC
Matthew Olson is a CFP® and ChFC® credentialed advisor with 22 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and Thrivent Financial for Lutherans. Olson also operates North Point Accounting and Tax Services, providing tax preparation and accounting services. Great Valley Advisor Group is an SEC-registered multi-team 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 across various platforms and investment strategies.
Brenden C
Series 63, Series 65
Altoona, WI
Great Valley Advisor Group, LLC
Brenden Cullen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and two years of industry experience. His prior roles include positions at North Point Advisor Group, LPL Financial, Northwestern Mutual, and Baker Tilly US. He is involved in administrative support activities for Great Valley Advisor Group. 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 mix of in-house strategies and third-party managers across multiple platforms.
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