Kaylee Ann Mcclellan
Investment adviser representative at Great Valley Advisor Group, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Great Valley Advisor Group, LLCSep 2025 to now
- LPL FinancialSep 2025 to now
- Ameriprise Financial Services, LLCNov 2021 to Aug 2025
- Self EmployedFeb 2021 to Nov 2021
- Applebee's Bar & GrillSep 2019 to Feb 2021
- Blue Moose PizzaOct 2018 to Apr 2019
- The Club At CordilleraJan 2018 to Oct 2018
- Crooked Pint Ale HouseJan 2016 to Aug 2019
- School District 112Jan 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7465637
- Firm CRD
- 123913