Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm offers investment management services for a fee based on a percentage of your assets under management. They also offer financial planning services pursuant to a written agreement and fee schedule. GVA also has arrangements with third-party investment advisers (TPAs), which may have wrap fees.
Areas of Practice
Advisor Information
Office location
609 State Hwy 54, Suite #300, Black River Falls, WI, 54615
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
April owns rental real estate and is affiliated with Great Valley Advisor Group, Inc. as an investment advisor representative (IAR), spending nearly full-time on this activity; she also operates under the DBAs North Point Advisor Group and Wealth Ridge Planning LLC. April also sells non-variable life insurance through National Guardian Life Insurance Company, Ash Brokerage, and BetterLife, dedicating a few hours per week to these activities.