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Current Employers
Great Valley Advisor Group, Llc

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-05-20
  • MN RA
    APPROVED
    Since 2026-05-20

Branch Locations

3500 American Blvd West, Suite 190, Bloomington, MN 55431 • United States

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Trust Company St. Paul MN 06/2015 09/2016
Erickson & Wessman Bloomington MN 09/2016 02/2020
Sauber Legal Services Bloomington MN 08/2020 02/2021
Sandahl & Damhof Bloomington MN 02/2021 Present
Great Valley Advisor Edina MN 05/2026 Present
Messerli Kramer Minneapolis MN 02/2020 08/2020
  • 06/2015 → 09/2016
    Securian Trust Company
    St. Paul, MN
  • 09/2016 → 02/2020
    Erickson & Wessman
    Bloomington, MN
  • 08/2020 → 02/2021
    Sauber Legal Services
    Bloomington, MN
  • 02/2021 → Present
    Sandahl & Damhof
    Bloomington, MN
  • 05/2026 → Present
    Great Valley Advisor
    Edina, MN
  • 02/2020 → 08/2020
    Messerli Kramer
    Minneapolis, MN
Other Businesses

1) Innovative Planning Group (IPG) - investment-related DBA - IAR - 160 hrs-month 2) Great Valley Advisor Group (GVA) - advisory DBA - IAR - 160 hrs-month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-27
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27

View on SEC IAPD

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