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Vicki Lynn Kaminski

Investment Adviser Representative at Great Valley Advisor Group, LLC

Brookfield, WICRD #2488049Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Vicki Lynn Kaminski is an investment adviser representative with Great Valley Advisor Group, LLC in Brookfield, WI, where they have been registered since 2023. They have worked in the securities industry since 1999 and were previously registered with Select Advisor Group, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/6/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 6/14/1994
SIE
Securities Industry Essentials Examination
Passed 11/1/2017
Series 7
General Securities Representative Examination
Passed 5/20/1994

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Great Valley Advisor Group, LLCCurrent
11/29/2023 – Brookfield, WI
Select Advisor Group, Inc.
6/6/2022 – 3/27/2024Brookfield, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Intervest International Equities Corporation
    Aug 1997 – Oct 2017Brookfield, WI
  2. Select Advisor Group, Inc.
    Jul 1999 – no end date reportedBrookfield, WI
  3. Great Valley Advisor Group, Inc.
    Nov 2023 – no end date reportedBrookfield, WI

Official records & sources

Data as of August 9, 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
Firm's annual rate schedule by assets
  • $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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

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 profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vicki Lynn Kaminski 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Vicki Lynn Kaminski (Great Valley Advisor Group)