Lawrence Mroczkowski
Lawrence Mroczkowski is a registered investment advisor at Valley Wealth Management, based in Oshkosh, WI, with 19 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 347 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
509 S Washburn St, Oshkosh, WI, 54904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lawrence is the owner of Valley Wealth Management, a DBA for his LPL business, dedicating full-time hours. He also owns LarJen LLC, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
Valley Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Landolt Securities, INC.
Landolt Securities, INC.Broker
Echotrade LLCBroker
Echotrade LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.