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Lawrence Michael Mroczkowski

Valley Wealth Management

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About Lawrence Michael Mroczkowski

Lawrence Michael Mroczkowski is a financial advisor who has been in the industry since 2006. Lawrence has a series of licenses and certifications, including the Series 4, Series 7, Series 24 and Series 66. He is registered to provide investment advice in multiple states, including Wisconsin, Arizona, Florida, Illinois, Indiana, Louisiana and Minnesota. Lawrence is currently affiliated with Valley Wealth Management, an independent investment advisor firm located in Oshkosh, Wisconsin.

Firm Information

Lawrence Mroczkowski is currently registered with Valley Wealth Management. Valley Wealth Management is a Registered Investment Advisor with an office in California. They provide portfolio management for individuals and selection of other advisors. The firm manages approximately $93.8 million in assets for 507 clients.

$93.82M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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Lawrence Mroczkowski’s Registration & Firm History

WI

10/05/2023 - Present

Valley Wealth Management (OSHKOSH WI)

WI

01/02/2014 - 06/16/2014

LANDOLT SECURITIES, INC. (OSHKOSH WI)

AZ

10/25/2011 - 11/15/2013

ECHOTRADE LLC (PHOENIX AZ)

AZ

04/25/2006 - 10/21/2011

ECHOTRADE LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 02/07/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/2014

Series 4 - Registered Options Principal Examination

BC

Issued 09/21/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Michael Mroczkowski.
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