Lawrence Michael Mroczkowski
Investment adviser representative at Valley Wealth Management
12 yearsExperience
1 stateRegistered in
$111.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Valley Wealth Management LLCAug 2023 to now
- LPL Financial LLCJun 2014 to now
- Verve Wealth ManagementMar 2015 to Mar 2022
- Citizens First Credit UnionJun 2014 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
Valley Wealth Management
Legal name: Valley Wealth Management LLC
$111.5MAssets managed
347Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5136091
- Firm CRD
- 327845