Colleen Oshaughnessy (CRD# 3163359) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Port Wing, WI and has over 25 years of experience in the finance industry.
CRD# 4186847
Primerica Advisors
CRD# 5973781
Edward Jones
CRD# 6072522
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Port Wing, WI | Oct 2020 - Current | 3 |
| Verus Capital Partners, LLC | Port Wing, WI | Dec 2014 - Current | 9 |
| Securities America, Inc. | Scottsdale, AZ | Dec 2014 - Oct 2020 | 5 |
| Metlife Securities Inc. | Tempe, AZ | Mar 2009 - Dec 2014 | 5 |
| Metropoliton Life Insurance Company | Tempeq, AZ | Mar 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- AZ
- TX
- WI
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Total Assets Under Management1,564MILLIONS
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Total Number of Accounts6,591ACCOUNTS
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Average Account Value$237,365
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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