Trevor Raymond Wasbotten
Investment adviser representative at Great Valley Advisor Group, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Great Valley Advisor Group, LLCOct 2024 to now
- Exeter Wealth ManagementJun 2021 to now
- LPL Financial LLCJun 2021 to now
- Mill's Fleet FarmMay 2018 to Aug 2018
- Uw AthleticsOct 2017 to May 2018
- University of Wisconsin - MadisonSep 2017 to May 2021
- Hudson High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (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
- 7399778
- Firm CRD
- 123913