Veritas Financial Services, LLC
Veritas Financial Services, LLC (CRD# 146264) is a financial advisory firm headquartered in Plymouth, WI. They manage $101,000,000 in 1,245 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management101MILLION
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Total Number of Accounts1,245ACCOUNTS
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Average Account Value$81,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, MN, WI
Jeremy Burri (CRD# 4422544) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has over 22 years of experience in the finance industry.
Margaret Wittkopp (CRD# 2427341) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has over 30 years of experience in the finance industry.
Asneth Omare (CRD# 7684140) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has 1 year of experience in the finance industry.