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Colleen A Venter

GSB Wealth Management, LLC

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About Colleen A Venter

Colleen Venter is a registered Investment Advisor Representative in the state of Connecticut. She has been in the industry since 2005 and is currently employed by GSB Wealth Management, LLC. Her registrations include both Investment Adviser (IA) and Registered Representative (RA). Colleen has passed the Uniform Investment Adviser Law Examination (Series 65) and has experience in various areas, including financial planning, pension consulting, and portfolio management.

Firm Information

Colleen Venter is currently registered with GSB Wealth Management, LLC. GSB Wealth Management, LLC is an investment advisor based in Guilford, CT. The firm provides a variety of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. GSB Wealth Management manages approximately $475 million in assets for clients. The firm serves a range of clients including individuals, families, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions.
GSB Wealth Management, LLC

ONE PARK STREET

GUILFORD, CT 06437

$475.01M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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ad-hoc services, consulting

Ad-hoc services, consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colleen Venter’s Registration & Firm History

CT

09/19/2005 - Present

GSB Wealth Management, LLC (GUILFORD CT)

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Licenses & Designations

IA

Issued 09/16/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colleen A Venter.
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