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EW

Edward S. Woehlcke

VALLEY FINANCIAL GROUP
Ambler, PA 19002
Some features on this profile are disabled
CRD#: 4192226
EW

Professional summary

Edward Stanley Woehlcke, CFP®, who also goes by Edward Stanley Woehlcke Jr, is a registered financial advisor currently at VALLEY FINANCIAL GROUP located in Ambler, Pennsylvania.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Edward has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Edward Stanley Woehlcke Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PROPOSED NAME IS WOEDADDY INVESTMENTS POSITION: Sole Proprietor NATURE: Investment-Related OBA not through H. Beck, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2016 ADDRESS: 3009 Fairhill Drive, Collegeville PA 19426 DESCRIPTION: Analyzing the returns on investment real-estate VALLEY FINANCIAL GROUP POSITION: Managing Partner NATURE: Other OBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/01/2016 ADDRESS: 1300 Bethlehem Pike, Suite 11, Flourtown PA 19031, United States DESCRIPTION: Managing Partner - Client Services and Management Duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Stanley Woehlcke's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

April 13, 2021 - Present

VALLEY FINANCIAL GROUP

Office #1: 311 Lindenwold Ave, Ambler, PA 19002
RIA
CRD#: 312254
Ambler, PA
Past

September 9, 2016 - March 31, 2021

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Flourtown, PA
Past

September 9, 2016 - March 31, 2021

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Flourtown, PA
Past

August 11, 2014 - September 6, 2016

BRINKER CAPITAL INC

RIA
CRD#: 111743
BERWYN, PA
Past

October 20, 2011 - September 6, 2016

BRINKER CAPITAL SECURITIES, LLC

BD
CRD#: 38123
BERWYN, PA
Past

April 20, 2004 - April 19, 2005

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

August 28, 2001 - January 2, 2004

BRINKER CAPITAL SECURITIES, LLC

BD
CRD#: 38123
BERWYN, PA
Past

May 9, 2001 - August 7, 2001

BRINKER CAPITAL SECURITIES, LLC

BD
CRD#: 38123
BERWYN, PA
Past

July 13, 2000 - December 22, 2000

SCOTTRADE, INC.

BD
CRD#: 8206
ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VALLEY FINANCIAL GROUP
VALLEY FINANCIAL GROUP | VALLEY FINANCIAL GROUP, INC.

CRD#: 312254 / SEC#: 801-120325

RIA
Registered Investment Advisory firm - (2/16/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(4/13/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2011
General Securities Representative Examination

Current Firm

VF
VALLEY FINANCIAL GROUP
VALLEY FINANCIAL GROUP | VALLEY FINANCIAL GROUP, INC.

CRD#: 312254 / SEC#: 801-120325

RIA
Registered Investment Advisory firm - (2/16/2021 Approved)
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Contact information

Main Address
311 Lindenwold Ave, Ambler, PA 19002
Mailing Address
Phone number
(215) 947-9190
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A PLUS WRAP (3/31/2025)

Regulatory assets under management

Total Number of Accounts821
AUM (Assets Under Management)$ 237,918,365

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VALLEY FINANCIAL GROUP

CRD#: 312254Ambler, PA 19002

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