Joshua Robert Ask

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-06-11