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VERIDAN WEALTH
VERIDAN WEALTH
WEST LINN, Oregon
·
3 registered advisors
·
CRD# 329666
SEC# 801-130309
0
503-946-9733
01
Firm Overview
AUM
$289M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VERIDAN WEALTH
3 registered advisors
Laura Consuelo Steagall-Cissell
WEST LINN, Oregon
CRD# 1754909
Melody Kay Rice
WEST LINN, Oregon
CRD# 4576732
Patrick J Haley
WEST LINN, Oregon
CRD# 5173884
05
Office Locations
WEST LINN, Oregon
3 advisors
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Data sourced from SEC Form ADV filings. VERIDAN WEALTH (CRD# 329666) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.