Kaylee Ann McClellan
Investment Adviser Representative at Great Valley Advisor Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kaylee Ann McClellan is an investment adviser representative with Great Valley Advisor Group, LLC in Minnetonka, MN, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
2 states and territories
Minnesota, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, LLCNov 2021 – Aug 2025Edina, MN
- Self employedFeb 2021 – Nov 2021Duluth, MN
- Applebee's Bar & GrillSep 2019 – Feb 2021Duluth, MN
- Crooked Pint Ale HouseJan 2016 – Aug 2019Chaska, MN
- Blue Moose PizzaOct 2018 – Apr 2019Avon, CO
- The Club at CordilleraJan 2018 – Oct 2018Edwards, CO
- School District 112Jan 2012 – Jun 2017Chaska, MN
- LPL FinancialSep 2025 – no end date reportedMinnetonka, MN
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Great Valley Advisor Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 – $500,0002.50%
- $500,001 – $1,000,0002.25%
- $1,000,000 – $3,000,0002.00%
- $3,000,001+0.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 184
- Offices listed on AdvisorFinder:
- 60
- Main office:
- Berwyn, PA
- SEC file number:
- 801-72270
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Great Valley Advisor Group, LLC
Showing 12 of 184 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kaylee Ann McClellan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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