Daniel David Gustafson
Investment adviser representative at Great Valley Advisor Group, LLC
25 yearsExperience
1 stateRegistered in
$10.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Great Valley Advisor Group, LLCMar 2022 to now
- LPL Financial LLCMar 2022 to now
- Daniel D. GustafsonJul 2006 to now
- Securities America Advisors, Inc.Jan 2004 to Mar 2022
- Securities America, IncDec 2003 to Mar 2022
- Brouillette Insurance & Financial ServicesApr 2001 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MN).
Great Valley Advisor Group, LLC
$10.6BAssets managed
37,014Clients
187Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3249956
- Firm CRD
- 123913