Kutztown, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$9,258,067,006
ClientsTotal clients
36,836
AdvisorsAdvisors at this office
2
Of 190 advisors across 77 offices
Location
172 West Main Street
Kutztown PA 19530
Advisors at this office
2
Advisors at this office
Benjamin H
CFP®, Series 66
Kutztown, PA
Great Valley Advisor Group, LLC
Benjamin Haas is a CFP® professional with 19 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has held roles at LPL Financial, LLC and US Financial Advisors, LLC. Haas also engages in insurance brokerage activities and operates Haas Financial Group as a business entity for tax and investment purposes. 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 and planning services, utilizing a combination of in-house strategies and third-party managers across various platforms.
Adam W
CFP®, Series 66
Kutztown, PA
Great Valley Advisor Group, LLC
Adam Werner is a CFP® professional with 18 years of industry experience currently with Great Valley Advisor Group, LLC. He has prior experience at U.S. Financial Advisors, LLC and has maintained an affiliation with LPL Financial, LLC since 2015. Werner provides administrative support for Great Valley Advisor Group, an independent investment advisory firm. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.
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