Veritas Financial Services, LLC
Firm details
- Headquarters
- Plymouth, Wisconsin
- CRD number
- 146264
- Website
- veritasinvesting.com
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Services
- Financial PlanningSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Veritas Financial Services, LLC operates as an individually owned limited liability company that provides advisory and educational services rather than acting primarily as a discretionary portfolio manager. The firm is identified as a capital allocator and lists financial planning, selection of other advisers, publication of periodicals/newsletters, and educational seminars/workshops among its core activities. Its fee arrangements include a percentage of AUM, hourly charges, and other fee structures. FINTRX flags the firm as not an active ESG investor, not a pension consultant, and not a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Margaret Wittkopp
OwnerCRD 2427341
Asneth Omare
Financial CoachCRD 7684140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plymouth, WI
Sheboygan
Location
Plymouth, WI
Headquartered in Plymouth, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- Sheboygan
- Address
- 506 E Mill St
- Time zone
- CT (UTC-6)
- Office locations
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