Anthony James Benz

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

• 04/2015 → Present
  Elite Tumbling Llc
  Mequon, WI
• 08/2018 → Present
  Lpl Financial, Llc
  Brookfield, WI

Other Businesses

1. 08/28/2018 - NEXT LEVEL PLANNING AND WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED / 0%/ BROOKFIELD, WI 2. 04/20/2015 - ELITE TUMBLING LLC/ OUTSIDE, W-2 EMPLOYMENT/ INVESTMENT RELATED/ 0%/ BROOKFIELD, WI 3. 06/28/2022 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Financial Advisor - Start Date - 06/11/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 6/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-07

Other Names

• Anthony Benz