Brenden A Cullen
Investment adviser representative at Great Valley Advisor Group, LLC
8 yearsExperience
1 stateRegistered in
$10.6BFirm assets
15 yearsFirm in business
Are you Brenden A Cullen? Claim your profile
Contact this firm
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
8 years in the industry.
- Great Valley Advisor Group, LLCFeb 2025 to now
- North Point Advisor GroupAug 2024 to now
- LPL Financial LLCJul 2024 to now
- UnemployedMay 2024 to Aug 2024
- Northwestern Mutual Investment Services LLCAug 2023 to May 2024
- Northwestern Mutual Life Insurance CompanyAug 2023 to May 2024
- Globe Life Family HeritageMar 2023 to Jul 2023
- Baker Tilly USAug 2022 to Mar 2023
- Tax AssociateJun 2021 to Jul 2022
- Olsen ThielenJan 2020 to Jun 2021
- Advance Auto PartsMay 2019 to Dec 2019
- Olsen ThielenJan 2019 to Apr 2019
- Markquart MenomonieMay 2018 to Dec 2018
- Advisors Management GroupJan 2018 to Apr 2018
- Markquart ToyotaAug 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7786979
- Firm CRD
- 123913