Valley Wealth Management

Valley Wealth Management Valley Wealth Management has access to a wide range of investment options. You can reach us at 920.966.9520. www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 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 and 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 Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website 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.

What an incredible second quarter and great first half of the year!
07/02/2026

What an incredible second quarter and great first half of the year!

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Welcome Summertime!
06/04/2026

Welcome Summertime!

We are now SEC Registered as an Investment Adviser!
05/19/2026

We are now SEC Registered as an Investment Adviser!

05/05/2026

May the markets be forever in our favor.

Have a great Easter!
04/06/2026

Have a great Easter!

Happy New Year!!!
01/07/2026

Happy New Year!!!

Let's go December. How about another bump?
12/03/2025

Let's go December. How about another bump?

Let's go December. How about another bump?

11/26/2025

Earnings season can move markets. Find out why.

11/19/2025

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

11/12/2025

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

Address

509 S Washburn Street
Oshkosh, WI
54904

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Telephone

+19209669520

Website

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