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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 2021-06-01
  • MN RA
    APPROVED
    Since 2021-06-01

Branch Locations

710 Commerce Drive, Suite 150, Woodbury, MN 55125 • United States

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

10900 Wayzata Blvd., Suite 270, Minnetonka, MN 55305 • 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
Mark J Heurung Minneapolis MN 04/2017 06/2017
Kohler Kohler WI 06/2015 05/2017
Mark Heurung Minneapolis MN 06/2017 07/2018
Northwestern Mutual Investment Services Llc Minneapolis MN 06/2017 07/2018
Lpl Financial, Llc Minnetonka MN 07/2018 Present
Wealth Enhancement Group Plymouth MN 08/2018 01/2021
Wealth Enhancement Brokerage Services Plymouth MN 08/2018 01/2021
Wealth Enhancement Advisory Services Plymouth MN 10/2018 01/2021
Great Valley Advisor Group, Inc. Minnetonka MN 01/2021 Present
  • 04/2017 → 06/2017
    Mark J Heurung
    Minneapolis, MN
  • 06/2015 → 05/2017
    Kohler
    Kohler, WI
  • 06/2017 → 07/2018
    Mark Heurung
    Minneapolis, MN
  • 06/2017 → 07/2018
    Northwestern Mutual Investment Services Llc
    Minneapolis, MN
  • 07/2018 → Present
    Lpl Financial, Llc
    Minnetonka, MN
  • 08/2018 → 01/2021
    Wealth Enhancement Group
    Plymouth, MN
  • 08/2018 → 01/2021
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 10/2018 → 01/2021
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 01/2021 → Present
    Great Valley Advisor Group, Inc.
    Minnetonka, MN
Previous Registrations
Other Businesses

1. 6/30/2021 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 06/24/2021 - 160 Hours Per Month/32 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 06/2021. 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, 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. 2. 8/3/2021 - PeakHaven Asset Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/24/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 12/12/2022 - Innovative Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/27/2022 - 160 Hours Per Month/32 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-26
S63 Uniform Securities Agent State Law Examination 2017-09-05
  • S66 Uniform Combined State Law Examination
    2018-10-26
  • S63 Uniform Securities Agent State Law Examination
    2017-09-05
Other Names
  • Justin M Larson

View on SEC IAPD

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