TrueAdvisor
TrueAdvisor
ME
ChFC
ME
ChFC

Michael Englund

Great Valley Advisor Group, LLC
20 Years of Experience
Woodbury, MN
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Englund is a ChFC-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Woodbury, MN, with 20 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.

Great Valley Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
189 advisors
Number of Clients
37,014 clients
Average Client Portfolio
$286K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.05%
$1.0M - $3.0M0.85%
$3M+0.85%

Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

652 Bielenberg Drive., Suite 201, Woodbury, MN, 55125

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2011
Final
Criminal
March 2004
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael operates Willow River Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also works as an insurance broker selling various life and disability insurance products, spending minimal time on this activity, and serves as a fireman, dedicating about 10-20% of his time. Finally, Michael is a registered agent for Snows Corner.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
September 2023 - Present · 3 yrs 1 mo
LPL Financial LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2013 - September 2023 · 10 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
April 2006 - September 2023 · 17 yrs 5 mos
State Registrations25 states
ARAZCACOFLGAILINMDMNMTNCNENHNVNYOKORPASCSDTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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