Michelle Ann Maciosek

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 05/2024
  Morgan Stanley
  Waukesha, WI
• 07/2024 → Present
  Lpl Financial Llc
  Brookfield, WI
• 05/2024 → 07/2024
  Unemployed
  Unemployed, WI
• 03/2016 → 05/2024
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2016-02-12 → 2024-06-18
  Morgan Stanley
  Waukesha, WI
  Cape Coral, FL
  Cape Coral, FL
• 2005-03-11 → 2016-02-23
  Ubs Financial Services Inc.
  Brookfield, WI
  Brookfield, WI
  Brookfield, WI

Other Businesses

1 - 07/17/2024 - MKM LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - WI 53189 - OBA Start Date: 01/01/2019. 2 - 07/17/2024 - Next Level Planning & Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 3- 11/11/2025 - Next Level Planning & Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 140 hours per month/ 20 hours during trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 11/2025. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 11/11/2025 - Great Valley Advisor Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 140 hours per month/ 20 hours during trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 11/2025. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-13
• S65 Uniform Investment Adviser Law Examination
  1997-03-13

Other Names

• Michelle Ann Maciosekforian
• Michelle Ann Maciosek-Forian
• Michelle Ann Maciosek-Forjan