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Lindsey Kozlowski Hadfield

Verus Financial Partners

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About Lindsey Kozlowski Hadfield

Lindsey Kozlowski Hadfield is an Investment Advisor Representative at Verus Financial Partners, located in Richmond, Virginia. Lindsey is registered with the state of Virginia as an Investment Advisor Representative and has a Series 65 license. Lindsey has a background in education and holds a degree from James Madison University. Lindsey specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Lindsey Hadfield is currently registered with Verus Financial Partners. Verus Financial Partners is a Registered Investment Advisor (RIA) based in Richmond, VA. The firm manages over $920 million in assets for a diverse client base, including high-net-worth individuals and other individuals. Verus provides financial planning and portfolio management services.
Verus Financial Partners

9030 STONY POINT PARKWAY

RICHMOND, VA 23235

$920.76M

Assets Under Management

Not reported

Total Clients

10

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Lindsey Hadfield’s Registration & Firm History

VA

12/12/2024 - Present

Verus Financial Partners (RICHMOND VA)

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Licenses & Designations

IA

Issued 12/13/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Kozlowski Hadfield.
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