Mahtomedi, MN Long Lake Drive 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
3
Of 189 advisors across 77 offices
Location
12 Long Lake Drive, Suite 5
Mahtomedi MN 55115
Advisors at this office
3
Advisors at this office
Jeffrey K
Series 63
Mahtomedi, MN
Great Valley Advisor Group, LLC
Jeffrey Kolodjski is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 17 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and has been affiliated with LPL Financial since 2012. Great Valley Advisor Group, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across multiple platforms.
Mathias B
Series 65
Mahtomedi, MN
Great Valley Advisor Group, LLC
Mathias Beck is a Series 65 licensed financial advisor with Great Valley Advisor Group, LLC, based in Mahtomedi, MN. He has two years of industry experience, including roles at North Point Advisor Group and Highpoint Trading LLC. His background also includes involvement with White Bear Basketball and experience at the University of Minnesota. 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 both in-house strategies and third-party managers.
Michael D
CFP®, Series 63
Mahtomedi, MN
Great Valley Advisor Group, LLC
Michael Dolezal is a CFP® professional with 19 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and has been affiliated with LPL Financial since 2012. In addition to his advisory role, he holds an interest in North Point Accounting & Tax Services, LLC. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.
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