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Kelly Ann Kruzick

Valley Wealth Strategies, LLC

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About Kelly Ann Kruzick

Kelly Ann Kruzick is a financial advisor with over 30 years of experience in the financial services industry. Kelly Ann Kruzick is currently registered with Valley Wealth Strategies, LLC and is licensed in 16 states. Kelly Ann Kruzick is a licensed investment advisor representative (IAR) with a wide range of experience in providing financial advice to individuals, families, and small businesses. Kelly Ann Kruzick specializes in financial planning, investment management, and retirement planning. Kelly Ann Kruzick is committed to providing her clients with personalized financial advice that meets their unique needs and goals.

Firm Information

Kelly Kruzick is currently registered with Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is an investment advisory firm headquartered in Lodi, CA. The firm manages over $1 billion in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm has 25 licensed agents and 26 registered representatives.
Valley Wealth Strategies, LLC

404 W. PINE STREET

LODI, CA 95240

$1.02B

Assets Under Management

40

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelly Kruzick’s Registration & Firm History

CA

10/20/2017 - Present

Valley Wealth Strategies, LLC (Santa Monica CA)

CA

12/18/1998 - 11/29/2017

NATIONAL PLANNING CORPORATION (SANTA MONICA CA)

CA

03/31/1994 - 12/18/1998

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

CT

05/06/1996 - 08/19/1998

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

CA

01/19/1988 - 03/28/1994

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 10/02/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Ann Kruzick.
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