Ellen L Welsh
Investment adviser representative at Great Valley Advisor Group, LLC
10 yearsExperience
5 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
10 years in the industry.
- Great Valley Advisor Group, LLCJan 2023 to now
- LPL Financial LLCNov 2022 to now
- Northwestern Mutual Wealth Management CompanySep 2021 to Oct 2022
- Northwestern Mutual Investment Services LLCJun 2020 to Oct 2022
- Northwestern Mutual Life Insurance CompanyJun 2020 to Oct 2022
- MercerMay 2019 to Aug 2019
- Portage Lake Golf CourseMay 2018 to Sep 2018
- StudentJun 2016 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 5 states (CO, IL, MI, MN, WI).
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
- 7225972
- Firm CRD
- 123913