Derek William Wiitala
Investment adviser representative at Great Valley Advisor Group, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- Great Valley Advisor Group, LLCAug 2026 to now
- Endeavr Financial Planning & Wealth ManagementNov 2025 to now
- Derek WiitalaNov 2024 to Nov 2025
- Isthmus PartnersOct 2023 to Nov 2024
- Reinhart PartnersMay 2019 to Oct 2023
- University of Wisconsin-madisonSep 2014 to May 2019
Designations
- CFA
Exams passed
No exams in this record.
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
- 8192084
- Firm CRD
- 123913