Michael Bradley Englund

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

• 01/2006 → 09/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2006 → 09/2023
  Northwestern Mutual Investment Services, Llc
  Minneapolis, MN
• 01/2016 → 09/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2022 → Present
  Hudson Fire Department
  Hudson, WI
• 09/2023 → Present
  Lpl Financial Llc
  Woodbury, MN

Previous Registrations

• 2013-01-11 → 2023-09-25
  Northwestern Mutual Investment Services, Llc
  Lake Elmo, MN
  Minneapolis, MN

Other Businesses

1) 09/05/2023 - Willow River Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 09/05/2023 - Insurance Broker - Non-Variable Insurance - Selling: Term life insurance, whole life insurance, universal life insurance, long term disability insurance - Investment related - 4 Hours per month - Start date: 9/8/2023. 3) 09/05/2023 - Hudson Fire Department - Fireman - Hudson, WI - Not investment related - 20 Hours per month - Start date: 12/1/2022. 4) 12/30/2024- Snows Corner- Other - Registered Agent- Not INV Related- Home Based- Start date 07/08/2024 5) 02/19/2026 - Hudson Fire Company No. 1 Inc - Non-profit volunteer (not on board) - Treasurer - Not Investment Related - Hudson, WI - Start Date 04/01/2026 - 3 hours per month/ 0 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-06-07

Designations

• Chartered Financial Consultant