Veritas Financial Services, LLC

Veritas Financial Services, LLC (CRD# 146264) is a financial advisory firm headquartered in Plymouth, WI. They manage $101,000,000 in 1,245 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
506 E. Mill Street, Suite 101, Plymouth, WI 53073
http://www.veritasinvesting.com
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    1,245
    ACCOUNTS
  • Average Account Value
    $81,125
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
The map below shows states where this firm has explicit registration only.

FL, MN, WI

Financial Advisors at Veritas Financial Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeremy Burri, financial advisor Plymouth WI
Jeremy N. Burri
CRD#: 4422544
506 E. Mill Street, Suite 101, Plymouth, WI 53073

Jeremy Burri (CRD# 4422544) 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.

2
Margaret Wittkopp, financial advisor Plymouth WI
Margaret A. Wittkopp
CRD#: 2427341
506 E. Mill Street, Suite 101, Plymouth, WI 53073

Margaret Wittkopp (CRD# 2427341) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has over 30 years of experience in the finance industry.

3
Asneth Omare, financial advisor Plymouth WI
Asneth Omare
CRD#: 7684140
506 E. Mill Street, Suite 101, Plymouth, WI 53073

Asneth Omare (CRD# 7684140) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals