Timothy James Weigel
Investment adviser representative at Great Valley Advisor Group, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
17 years in the industry.
- Great Valley Advisor Group, Inc.Jun 2021 to now
- LPL Financial, LLCJun 2021 to now
- Northwestern Mutual Wealth Management CompanyDec 2016 to Jun 2021
- Northwestern Mutual Investment Services, LLCSep 2009 to Jun 2021
- Northwestern Mutual Life Insurance CompanyJun 2009 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
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
- 5675553
- Firm CRD
- 123913