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Joshua Robert Ask

Great Valley Advisor Group, LLC

Burnsville, MN

Berwyn, PA

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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 2025-06-11
  • MN RA
    APPROVED
    Since 2025-06-11

Branch Locations

768 Southcross Drive W, Burnsville, MN 55306 • 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
Farmington High School Farmington MN 09/2014 06/2019
Drake University Des Moines IA 08/2019 12/2019
University Of St. Thomas St. Paul MN 02/2019 05/2024
Map South Hockey Mendota Heights MN 03/2020 11/2023
Efs Advisors Burnsville MN 12/2023 07/2024
Sentient Wealth Group Burnsville MN 07/2024 Present
  • 09/2014 → 06/2019
    Farmington High School
    Farmington, MN
  • 08/2019 → 12/2019
    Drake University
    Des Moines, IA
  • 02/2019 → 05/2024
    University Of St. Thomas
    St. Paul, MN
  • 03/2020 → 11/2023
    Map South Hockey
    Mendota Heights, MN
  • 12/2023 → 07/2024
    Efs Advisors
    Burnsville, MN
  • 07/2024 → Present
    Sentient Wealth Group
    Burnsville, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-11
  • S65 Uniform Investment Adviser Law Examination
    2025-06-11

View on SEC IAPD

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Other Offices

KUSSKE FINANCIAL, INC. · BURNSVILLE, MN
GALLAGHER FIDUCIARY ADVISORS, LLC · Burnsville, MN
AMERIPRISE FINANCIAL SERVICES, LLC · BURNSVILLE, MN
GENEOS WEALTH MANAGEMENT, INC. · BURNSVILLE, MN
FINANCIAL EMPOWERMENT LLC · BURNSVILLE, MN
LPL FINANCIAL LLC · BURNSVILLE, MN
WELLS FARGO CLEARING SERVICES, LLC · BURNSVILLE, MN
EDWARD JONES · BURNSVILLE, MN

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