Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Lynn Breheim is a financial advisor with Great Valley Advisor Group, Inc. with over 10 years of experience in the financial services industry. April has a Series 7, Series 63, and Series 65 license, as well as the SIE Exam. April is registered to provide investment advice in multiple states, and offers a range of financial planning services, including investment advisory, financial planning, and portfolio management for both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
07/02/2021 - Present
Great Valley Advisor Group, Inc. (Black River Falls WI)
WI
12/05/2013 - 10/30/2015
INVEST FINANCIAL CORPORATION (WHITEHALL WI)
WI
11/06/2012 - 10/24/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAU CLAIRE WI)
WI
12/18/2009 - 10/18/2012
AXA ADVISORS, LLC (BLACK RIVER FALLS WI)
IA
Issued 04/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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