Valkyrie Financial

Valkyrie Financial (CRD# 313178) is a financial advisory firm headquartered in , . They manage $6,658,188 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://valkyriefinance.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $289,486
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Valkyrie Financial
Showing 1 - 1 of 1 top financial advisors.
1
Sarah Paulson, financial advisor Appleton WI
Sarah J. Paulson
CRD#: 5795572
Appleton, WI

Sarah Paulson (CRD# 5795572) is an Investment Advisor Representative working at Valkyrie Financial in Appleton, WI and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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