Unclaimed
Dwight Emil Vilhauer is a registered investment advisor representative who has been in the financial industry for over 28 years. Dwight Emil Vilhauer provides investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. The firm is separate from and independent of LPL Financial. Dwight Emil Vilhauer is also a licensed insurance agent and has been selling non-variable insurance, including life, health, long-term care, and disability insurance, for over 26 years. Dwight Emil Vilhauer is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
06/11/2019 - Present
Verus Capital Partners, LLC (PAGOSA SPRINGS CO)
CO
10/16/2020 - 06/27/2022
LPL FINANCIAL LLC (PAGOSA SPRINGS CO)
CO
10/27/2014 - 10/29/2020
SECURITIES AMERICA, INC. (PAGOSA SPRINGS CO)
AZ
02/29/1996 - 11/05/2014
LPL FINANCIAL LLC (MESA AZ)
MN
01/14/1994 - 03/07/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/14/1994 - 03/07/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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