Brenden
Cullen

Great Valley Advisor Group, Inc

CRD#7786979
Investment Advisor
in Altoona, WI

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About this Advisor

Brenden Cullen is a financial advisor based in Altoona, Wisconsin, working with Great Valley Advisor Group, Inc. Brenden has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Globe Life Family Heritage, Baker Tilly Us, Tax Associate, Olsen Thielen, Advance Auto Parts, Markquart Menomonie, Advisors Management Group, Markquart Toyota, Honkamp Pc, North Point Advisor Group, and Lpl Financial LLC. Brenden has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Brenden is part of Great Valley Advisor Group, Inc, which operates out of Altoona, Wisconsin. The firm has 72 offices and 333 employees. The firm manages assets totaling $9.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Great Valley Advisor Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

903 S Hillcrest Pkwy
Altoona, WI 54720

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$9,732,148,499

WI Average: $20,326,190,483
Total Number of Employees

333

WI Average: 53
Total Number of Accounts

33,099

WI Average: 624
Average Account Size

$294,031

WI Average: $32,574,023

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brenden Cullen Work History

2024 - Present (1 year)

North Point Advisor Group

2024 - Present (1 year)

Lpl Financial LLC

2023 - 2024 (1 year)

Northwestern Mutual Life Insurance Company

2023 - 2024 (1 year)

Northwestern Mutual Investment Services LLC

2023 - 2023 (< 1 year)

Globe Life Family Heritage

2022 - 2023 (1 year)

Baker Tilly Us

2021 - 2022 (1 year)

Tax Associate

2020 - 2021 (1 year)

Olsen Thielen

2019 - 2019 (< 1 year)

Advance Auto Parts

2019 - 2019 (< 1 year)

Olsen Thielen

2018 - 2018 (< 1 year)

Markquart Menomonie

2018 - 2018 (< 1 year)

Advisors Management Group

2016 - 2017 (1 year)

Markquart Toyota

2013 - 2016 (3 years)

Honkamp Pc

Disclosures

Please visit the SEC profile of Brenden Cullen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Great Valley Advisor Group, Inc

Anurati Patel
Berwyn, PA
Steven Hoffman
Altoona, WI
Cory Graves
Wilmington, DE
Danielle Ives
Wilmington, DE
Jacob Gustafson
Brookfield, WI
Keaton Divelbiss
Norman, OK
Matthew Fitch
Wilmington, DE
Bryce Cleveland
Berwyn, PA

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