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
903 S Hillcrest Pkwy, Altoona, WI, 54720
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 Activities
Brenden operates North Point Advisor Group, LLC as a DBA for his LPL business, dedicating full-time hours to it. He also provides administrative support to Great Valley Advisor Group, Inc., an independent investment advisor firm, which also takes full-time hours.