Eagle Strategies
45yrs
Top advisor by experience in Woodbury
26yrs
Brian Samec has worked in the financial industry for 26 years and is a financial advisor based in Woodbury, Minnesota. After ten years at Northwestern Mutual Investment Services, Brian joined Great Valley Advisor Group in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Brian’s designations include CFP® and ChFC.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience at Great Valley Advisor Group
Office652 Bielenberg Dr. Suite. 201, Woodbury, MN 55125
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$251,332
Advisors at the firm194
States licensed ?1 state
Services through Great Valley Advisor Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowGreat Valley Advisor Group, LLCCurrent firm
- 2014 – 2023Northwestern Mutual Investment Services, LLCPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Great Valley Advisor Group at (610) 296-7630 and ask for Brian Samec. Brian works from the Woodbury, MN office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2000, about 26 years. Top 23% by experience at Great Valley Advisor Group.
What licenses does Brian hold?
Series 63. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Great Valley Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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