April Breheim (CRD# 5625965) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Black River Falls, WI and has over 14 years of experience in the finance industry.
CRD# 2176188
Equitable Advisors, LLC
CRD# 4925099
Edward Jones
CRD# 3051227
Mbe Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Black River Falls, WI | Nov 2015 - Current | 8 |
| Jackson County Bank | Black River Falls, WI | Nov 2015 - Apr 2021 | 5 |
| Invest Financial Corporation | Eau Claire, WI | Dec 2013 - Oct 2015 | 1 |
| Royal Credit Union | Eau Claire, WI | Nov 2013 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- WI
-
Total Assets Under Management7,343MILLIONS
-
Total Number of Accounts24,276ACCOUNTS
-
Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.