Advisor at Great Valley Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Great Valley Advisor Group, LLC
Location
Minnetonka, MN 55305
Credentials
CFP®, Series 63
Industry experience
14 years
Leif Briel is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Great Valley Advisor Group, LLC. He has held roles at LPL Financial since 2023 and previously worked at Northwestern Mutual in various capacities from 2011 to 2023. Outside of his advisory work, he is involved with Briel Enterprises, LLC, a business entity for tax and investment purposes. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, retirement consulting, and access to third-party advisory programs and alternative investments.
Based on Great Valley Advisor Group, LLC
Based on Great Valley Advisor Group, LLC
Fixed fees for financial planning and consulting services, initial planning fees up to $16,000 (negotiable)
$0 - $500,000: 2.50% $500,001 - $1,000,000: 2.25% $1,000,000 - $3,000,000: 2.00% $3,000,001+: Negotiable
Commissions from sale of insurance and securities products by IARs when acting as registered representatives or insurance agents
Hourly charges reported in SEC Form ADV Part 1, but not specified in brochure
Fee-only: Financial Planning fees up to $16,000 initial (negotiable), recurring fees up to $2,500 per year (negotiable)
601 Carlson Pkwy, Ste 925
Minnetonka, MN 55305
Minnesota
LPL Financial
2023 - Present (3 years)
Northwestern Mutual Wealth Management Company
2016 - 2023 (7 years)
Northwestern Mutual Investment Management
2011 - 2023 (12 years)
NORTHWESTERN MUTUAL LIFE Insurance company
2011 - 2023 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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