Valley Wealth Management

Valley Wealth Management (CRD# 327845) is a financial advisory firm headquartered in Oshkosh, WI. They manage $80,776,736 in 489 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
509 S Washburn St, Oshkosh, WI 54904
https://twitter.com/valley_wealth
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $165,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Valley Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence Mroczkowski, financial advisor Oshkosh WI
Lawrence M. Mroczkowski
CRD#: 5136091
509 S Washburn St, Oshkosh, WI 54904

Lawrence Mroczkowski (CRD# 5136091) is an Investment Advisor Representative working at Valley Wealth Management in Oshkosh, WI and has over 10 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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