Verus Financial Partners

Verus Financial Partners (CRD# 106744) is a financial advisory firm headquartered in Richmond, VA. They manage $558,109,224 in 2,140 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    558
    MILLION
  • Total Number of Accounts
    2,140
    ACCOUNTS
  • Average Account Value
    $260,799
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
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.

CO, CT, DC, FL, MD, NC, NY, PA, SC, TX, VA, WA, WV

Financial Advisors at Verus Financial Partners
Showing 1 - 10 of 11 top financial advisors.
1
David A. Kozlowski
CRD#: 2177800
9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
96
Wealthminder
score

David Kozlowski (CRD# 2177800) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has over 23 years of experience in the finance industry. David Kozlowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William J. Lagos
CRD#: 5107089
9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
96
Wealthminder
score

William Lagos (CRD# 5107089) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has over 10 years of experience in the finance industry. William Lagos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael T. Powers
CRD#: 5838517
9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
96
Wealthminder
score

Michael Powers (CRD# 5838517) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has over 6 years of experience in the finance industry. Michael Powers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James M. Shepherd
CRD#: 1247510
9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
96
Wealthminder
score

James Shepherd (CRD# 1247510) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has over 32 years of experience in the finance industry. James Shepherd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
J M. Albano
CRD#: 2762026
9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
93
Wealthminder
score

J Albano (CRD# 2762026) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has over 20 years of experience in the finance industry.

6
Stephanie S. Hallam
CRD#: 5181602
9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
93
Wealthminder
score

Stephanie Hallam (CRD# 5181602) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has over 10 years of experience in the finance industry.

7
Julie A. Waitman
CRD#: 2408592
9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
93
Wealthminder
score

Julie Waitman (CRD# 2408592) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has over 22 years of experience in the finance industry.

8
Brian J. Welch
CRD#: 5446627
9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
93
Wealthminder
score

Brian Welch (CRD# 5446627) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has over 8 years of experience in the finance industry.

9
Thomas F. Blackburn
CRD#: 5673609
9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
90
Wealthminder
score

Thomas Blackburn (CRD# 5673609) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has over 3 years of experience in the finance industry.

10
Edward L. Hoppe
CRD#: 4865237
9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
90
Wealthminder
score

Edward Hoppe (CRD# 4865237) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has 1 year of experience in the finance industry. Edward Hoppe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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