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Margaret A Wittkopp

Veritas Financial Services, LLC

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About Margaret A Wittkopp

Margaret Wittkopp is an investment advisor representative at Veritas Financial Services, LLC, a firm with offices in Plymouth, WI and Ocala, FL. Margaret has been in the financial industry since 1994 and has a wide range of experience, including working at Triad Advisors, Inc., LPL Financial Corporation, and Edward Jones. Margaret is licensed to provide investment advice in Florida, Minnesota, and Wisconsin. She specializes in providing financial planning, educational seminars, and selection of other advisors.

Firm Information

Margaret Wittkopp is currently registered with Veritas Financial Services, LLC. Veritas Financial Services, LLC is an independent Registered Investment Advisor (RIA) based in [Location]. They provide financial planning, educational seminars, and publish periodicals for individuals and high-net-worth individuals. The firm manages over $101 million in assets for 1,245 accounts. Their website address is https://www.veritasinvesting.com.

$101.00M

Assets Under Management

403

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Solicitors fees

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Margaret Wittkopp’s Registration & Firm History

WI

01/01/2011 - Present

Veritas Financial Services, LLC (PLYMOUTH WI)

WI

02/25/2008 - 03/31/2011

TRIAD ADVISORS, INC. (PLYMOUTH WI)

WI

10/08/2004 - 02/26/2008

LPL FINANCIAL CORPORATION (PLYMOUTH WI)

MO

03/18/1994 - 10/12/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 10/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2004

Series 24 - General Securities Principal Examination

BC

Issued 03/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margaret A Wittkopp.
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