John Kageleiry, financial advisor Dover NH
100 score

John Kageleiry

CRD Number: 1974003
Current Firm: Verium Planning And Asset Management
Compensation Model: Fee Only

Verium Planning and Asset Management is a flat annual fee Fiduciary practice. I am John Kageleiry and I started Verium in 2016 to address peoples financial planning and investment guidance needs in a better and more cost effective way. In my 18+ years working in the financial services industry it became apparent most people didn't get good help with planning for their future. Of equal concern was that most people paid far too much for their investment help and were subject to significant conflicts of interest from their advisors. So I came up with a better way.

 

Verium focuses on powerful yet easy to understand financial planning as a first step. Once that is complete we create an appropriate investment plan and approach. This approach focuses on low cost portfolios with broad diversification across the worlds asset classes. Perhaps most importantly we educate and support our clients to keep them out of trouble from bad decisions.

 

We do all this, and more, in the most transparent and cost effective way: a flat annual cost regardless of the amount of your assets. By doing so your cost is based on how much time is spent to service your unique situation and needs. And it is very cost effective. Most clients will see a significant drop in their costs, both in their investments and the cost to get professional planning done. You can see exctly what you will pay. And if you compare that cost to what you are doing today or what other advisors are offering you will typically see significant savings.

 

 

 

 

 

John Kageleiry (CRD# 1974003) is an Investment Advisor Representative working at Verium Planning And Asset Management in Dover, NH and has over 18 years of experience in the finance industry.

Similar Advisors
Nichole Raftopoulos, financial advisor Dover NH
Nichole D. Raftopoulos
CRD# 2685964
Commonwealth Financial Network
Score
103
Similar Advisors
Steven Stanganelli, financial advisor Dover NH
Steven J. Stanganelli
CRD# 3217444
Clear View Wealth Advisors, LLC
Score
103
Similar Advisors
Eric Flaim, financial advisor Dover NH
Eric J. Flaim
CRD# 4618103
Estate Planners Of New England, LLC
Score
98
Company Name Location Dates Years
Verium Planning And Asset Management Dover, NH Jan 2016 - Current 1
Fidleity Investments Merrimack, NH Nov 2007 - Dec 2015 8
Unemployed Dover, NH Aug 2007 - Nov 2007 < 1
Pavarini Mcgovern New York, NY Feb 2007 - Aug 2007 < 1
Macarthur Holdings New York, NY Aug 2006 - Feb 2007 < 1
The Kane Company Portsmouth, NH Dec 1999 - Aug 2006 6
Fidelity Investments Boston, MA Jun 1989 - Jan 1995 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for John R. Kageleiry
Phone Number: 6033432903
Registered State(s):
  • NH
Current Firm Details
Verium Planning And Asset Management
Firm's CRD Number: 282731
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH

Firm Disclaimer:

Investment advice offered through Verium Planning and Asset Management, a Registered Investment Advisor. Past performance does not ensure future performance. All investments can lose money and are not FDIC insured.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.