Valley Wealth Advisors
Financial Services • 
Valley City, North Dakota, United States • 1-10 Employees
Company overview
| Headquarters | 240 3rd St NW, Valley City, North Dakota 58072, US |
| Phone number | +18663884623 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contacts at Valley Wealth Advisors
Taryn Dieterle
Marketing Director & Branch Operations Manager
Katie Johnson
Marketing Director
Valley Wealth Advisors Email Formats
Valley Wealth Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@valleywealthadvisors.com), used 90.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@valleywealthadvisors.com | 90.9% |
{first name}.{last name} | john.doe@valleywealthadvisors.com | 9.1% |
About Valley Wealth Advisors
The advisor representative of NewEdge Advisors, LLC is also a registered representative of and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section. Dacotah Bank and Valley Wealth Advisors (VWA) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using VWA, and may also be employees of Dacotah Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dacotah Bank or VWA. Securities and insurance offered through LPL or its affiliates are: -Not Insured by FDIC or Any Other Government Agency -Not Bank Guaranteed -Not Bank Deposits or Obligations -May Lose Value Investment advice is only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Valley Wealth Advisors and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Valley Wealth Advisors unless a client service agreement is in place. Third party posts found on this profile do not reflect the views of LPL Financial or NewEdge Advisors, LLC and have not been reviewed by either entity as to accuracy or completeness. For a list of states in which our advisors are registered to do business, please visit, www.newedgeadvisors.com.
Valley Wealth Advisors revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Valley Wealth Advisors has 6 employees across 1 departments.
Departments
Number of employees
Funding Data
Valley Wealth Advisors has never raised funding before.
Israel
United Kingdom
Ireland
Czechia
Frequently asked questions
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