Veritas Financial Services, LLC

Veritas Financial Services, LLC (CRD# 146264) is a financial advisory firm headquartered in Plymouth, WI. They manage $41,000,000 in 757 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    757
    ACCOUNTS
  • Average Account Value
    $54,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

WI

Financial Advisors at Veritas Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeremy N. Burri
CRD#: 4422544
923 S Main St Ste E, Oshkosh, WI 54902
93
Wealthminder
score

Jeremy Burri (CRD# 4422544) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Oshkosh, WI and has over 15 years of experience in the finance industry.

2
Margaret A. Wittkopp
CRD#: 2427341
506 E. Mill Street, Suite 101, Plymouth, WI 53073
93
Wealthminder
score

Margaret Wittkopp (CRD# 2427341) 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.

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