President
CurrentProvide independent investment ideas and choices to investment clientele
Apr 2022 - Present
AeroLeads people directory · profile
Larry Mroczkowski Email & Phone Number
President
at
Valley Wealth Management
1 work email found
@verveacu.com
1 phone found area 920
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Larry Mroczkowski? Overview
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Quick answer
Larry Mroczkowski is listed as President at Valley Wealth Management, based in Oshkosh, Wisconsin, United States. AeroLeads shows a work email signal at verveacu.com, phone signal with area code 920, and a matched LinkedIn profile for Larry Mroczkowski.
Larry Mroczkowski previously worked as Wealth Advisor at Verve, A Credit Union and Branch Manager at Undisclosed. Larry Mroczkowski holds Business from Purdue University.
Company email context
Email format at Valley Wealth Management
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{first_initial}{last}@verveacu.com
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AeroLeads found 1 current-domain work email signal for Larry Mroczkowski. Compare company email patterns before reaching out.
Profile bio
About Larry Mroczkowski
President and Wealth Advisor at Valley Wealth Management.Focus is to provide exceptional customer service to investment clientele. Access to a wide range of investments. Assist companies with managing their retirement plans including:401(k)403(b)SIMPLE IRASEP IRAPreviously involved in the following leadership roles/responsibilities:-Former institutional Risk Manager that managed over one billion dollars in leveraged assets-Experience in RBH, VaR and numerous clearing firm risk methodologies-Responsible for build-out and implementation of new risk modules to assist in firm risk-Review portfolio manager strategies for implementation-Risk management of equities, options, futures and FX risk-Global markets understanding and ability to risk manage across different currenciesSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Verve Credit Union and Valley Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Valley Wealth Management, and may also be employees of Verve Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Verve Credit Union or Valley Wealth Management. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Risk Management, Series 7, Equities, Options, and 17 others.
Current workplace
Larry Mroczkowski's current company
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6 roles
Larry Mroczkowski work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Provide independent investment ideas and choices to investment clientele
Jul 2014 - Mar 2022
Branch Manager
Undisclosed
-Review investment advisor trades and recommendations-Assist in branch audits-Supervise branch staff for appropriate regulations (no on-site Compliance Officer)
Jan 2014 - Jun 2014
Head Risk Manager
Echotrade Llc
-Started as accounting intern then continually moved up firm ladder to Head Risk Manager and proceeded to oversee 1500+ institutional traders, portfolio managers and hedge funds-Maintain, develop and improve proprietary trading software along with third party software for changing market conditions and regulatory rules, which included effectively translating risk management and trading needs to various IT groups-Train, supervise and hire back office personnel-Monitor and ensure compliance with new market regulations and respond to SRO annual audits-Responsible for writing firm policies and procedures for trade, regulatory and back-office environments-Communicate with traders on risk parameters/issues and manage position closure as necessary-Responsible for build-out and implementation of new risk modules to assist in firm risk-Manage traders and portfolio managers around the globe-Review block-size equity and option trades before sending to floor-Partner with accounting and review software cost on a monthly basis to find inefficiencies in pricing
Dec 1999 - Dec 2013
Independent Consultant
Cloud Based Software Trading Companies
-Provided in-depth analysis on necessary software and process improvements for new technology entering the market, which directly contributed to the company going public-Analysis included a 40 page review on trading software acquisition that became the cornerstone of future developments-Rewarded for review with equity grant in the company pre-IPO-Main point of contact for review of RBH, VaR and numerous clearing firm risk methodologies-Worked with firm on software development and ongoing improvements -Review portfolio manager strategies for implementation and provided feedback to firm on portfolio analysis-Risk management of equities, options, futures and FX risk
Jan 2010 - Oct 2013
Jun 1993 - Dec 1999
3 education records
Larry Mroczkowski education
Business
Purdue University
Wisconsin Life And Accident & Health Insurance Licenses
State Of Wisconsin
Series 7, 24, 66 (63 & 65) Held At Lpl Financial
Finra
FAQ
Frequently asked questions about Larry Mroczkowski
Quick answers generated from the profile data available on this page.
What company does Larry Mroczkowski work for?
Larry Mroczkowski works for Valley Wealth Management.
What is Larry Mroczkowski's role at Valley Wealth Management?
Larry Mroczkowski is listed as President at Valley Wealth Management.
What is Larry Mroczkowski's email address?
AeroLeads has found 1 work email signal at @verveacu.com for Larry Mroczkowski at Valley Wealth Management.
What is Larry Mroczkowski's phone number?
AeroLeads has found 1 phone signal(s) with area code 920 for Larry Mroczkowski at Valley Wealth Management.
Where is Larry Mroczkowski based?
Larry Mroczkowski is based in Oshkosh, Wisconsin, United States while working with Valley Wealth Management.
What companies has Larry Mroczkowski worked for?
Larry Mroczkowski has worked for Valley Wealth Management, Verve, A Credit Union, Undisclosed, Echotrade Llc, and Cloud Based Software Trading Companies.
How can I contact Larry Mroczkowski?
You can use AeroLeads to view verified contact signals for Larry Mroczkowski at Valley Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Larry Mroczkowski attend?
Larry Mroczkowski holds Business from Purdue University.
What skills is Larry Mroczkowski known for?
Larry Mroczkowski is listed with skills including Risk Management, Series 7, Equities, Options, Trading Strategies, Equity Derivatives, Equity Trading, and Derivatives.
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