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Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group (https://www.greatvalleyadvisors.com/whatwedo/), a Registered Investment Advisor.  Next Level Planning & Wealth Management (Comprehensive financial planning & wealth management | Next Level Planning & Wealth Management Brookfield, Wisconsin 53045 (nlpwm.com) and Great Valley Advisor Group are separate entities from LPL Financial.​

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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