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Aaron Robert Harwood

Great Valley Advisor Group, LLC

Berwyn, PA

Minnetonka, MN

CRD 7911034

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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:

Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-11-07
  • MN RA
    APPROVED
    Since 2025-11-07

Branch Locations

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

301 Carlson Parkway, Suite 140, 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
Arh Financial Llc Burnsville MN 05/2021 Present
Harwood Property Adv Llc Burnsville MN 03/2020 05/2021
Fairview Health Services Minneapolis MN 10/2011 02/2020
Dsb Rock Island Wealth Management Edina MN 11/2025 Present
  • 05/2021 → Present
    Arh Financial Llc
    Burnsville, MN
  • 03/2020 → 05/2021
    Harwood Property Adv Llc
    Burnsville, MN
  • 10/2011 → 02/2020
    Fairview Health Services
    Minneapolis, MN
  • 11/2025 → Present
    Dsb Rock Island Wealth Management
    Edina, MN
Previous Registrations
Other Businesses

Managing Member and Partner BrewTown Capital LLC Established 09/2020 for the purpose of investment real estate purchase (rentals) Address: 111 E. Wisconsin Ave, Suite 1400, Milwaukee, WI 53202 hours/month: <5hrs Member and Partner BlueSky Capital LLC Established 03/2022 for the purpose of investment real estate purchase (rentals) Address: 14588 Summit Shores Drive, Burnsville, MN 55306 hours/month: <2hrs Member and Partner H&F Rental Homes LLC Established 06/2013 for the purpose of investment real estate purchase (rentals) Address: 2800 E. Enterprise Ave, STE 333, Appleton, WI 54913 hours/month: <5hrs President/Proprietor Superior Assets LLC Established 06/2020 for the purpose of real estate investment and management services Address: 30 N. Gould St, STE 1884, Sheridan, WY 82801 hours/month: <2hrs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-12
S65 Uniform Investment Adviser Law Examination 2024-03-12
  • S65 Uniform Investment Adviser Law Examination
    2024-03-12
  • S65 Uniform Investment Adviser Law Examination
    2024-03-12
Other Names
  • Aaron Robert Harrwood

View on SEC IAPD

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