Michael Bradley Englund
Investment adviser representative at Great Valley Advisor Group, LLC
20 yearsExperience
2 statesRegistered in
ChFC®Designation
$10.6BFirm assets
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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
20 years in the industry.
- Great Valley Advisor Group, LLCSep 2023 to now
- LPL Financial LLCSep 2023 to now
- Hudson Fire DepartmentNov 2022 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Sep 2023
- Northwestern Mutual Investment Services, LLCMar 2006 to Sep 2023
- Northwestern Mutual Life Insurance CompanyJan 2006 to Sep 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 5083574
- Firm CRD
- 123913