Veritas Financial Services, LLC
Veritas Financial Services, LLC (CRD# 146264) is a financial advisory firm headquartered in Plymouth, WI. They manage $45,000,000 in 800 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts800ACCOUNTS
Average Account Value$56,250
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeremy Burri (CRD# 4422544) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has over 16 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 24 years of experience in the finance industry.