Margaret Wittkopp, financial advisor Plymouth WI

Margaret Wittkopp

CRD Number: 2427341
Current Firm: Veritas Financial Services, LLC

Margaret Wittkopp (CRD# 2427341) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors,inc Norcross, GA Feb 2008 - Current 14
Veritas Financial Services, LLC Plymouth, WI Oct 2004 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
Contact Info for Margaret A. Wittkopp
Phone Number: 920-893-5262
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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