Paul Woita, financial advisor Altoona WI
73 score

Paul Woita

CRD Number: 1372854
Current Firm: Great Valley Advisor Group, Inc.

Paul Woita (CRD# 1372854) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Altoona, WI Dec 2014 - Current 2
Woita & Associates Altoona, WI Mar 2010 - Current 6
Principal Life Insurance Company Altoona, WI Mar 1998 - Dec 2014 16
Princor Financial Services Corporation Altoona, WI May 1997 - Dec 2014 17
Union Financial Inc. Milwaukee, WI Mar 2009 - Nov 2011 2
Apex Benefits Inc. Eau Claire, WI Mar 2003 - Jun 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Apr 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Paul A. Woita
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

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BADGES
73

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