Hanna Michaela Rask
Investment adviser representative at Great Valley Advisor Group, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Great Valley Advisor Group, LLCApr 2024 to now
- LPL Financial LLCApr 2024 to now
- Northwestern Mutual Life Insurance CompanySep 2012 to now
- Northwestern Mutual Wealth Management CompanyMar 2017 to Apr 2024
- Northwestern Mutual Investment Services, LLCJan 2014 to Apr 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
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
- 6114326
- Firm CRD
- 123913