Michael Dolezal, financial advisor Wilmington DE

Michael Dolezal

CRD Number: 5224587
Current Firm: Great Valley Advisor Group, Inc.

Michael Dolezal (CRD# 5224587) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 17 years of experience in the finance industry. Michael Dolezal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Great Valley Advisor Group, Inc. Mahtomedi, MN Apr 2014 - Current 9
Lpl Financial LLC Black River Falls, MN Apr 2012 - Current 11
Northland Subs Chanhassen, MN Oct 2002 - Sep 2019 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
Contact Info for Michael G. Dolezal
Phone Number: 302-483-7200
Firm Website: http://www.nfgfp.com
Registered State(s):
  • MN
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    5,084
    MILLIONS
  • Total Number of Accounts
    21,345
    ACCOUNTS
  • Average Account Value
    $238,186
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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