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Veronica Lynn Redfield

Retirement Resource

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About Veronica Lynn Redfield

Veronica Lynn Redfield is a registered investment advisor representative with Retirement Resource, a firm based in West Fargo, North Dakota. Veronica has been in the financial services industry for over 16 years. Veronica works with a variety of clients, including both high-net-worth individuals and those who are not considered high-net-worth. Veronica offers a range of services, including financial planning, pension consulting, and portfolio management for individuals. Retirement Resource has over 15 clients and manages over $40 million in assets.

Firm Information

Veronica Redfield is currently registered with Retirement Resource. Retirement Resource is a Registered Investment Advisor (RIA) specializing in financial planning and portfolio management for individuals and high-net-worth clients. They offer a range of services, including pension consulting, selection of other advisors, and educational seminars. Retirement Resource manages approximately $40 million in assets for 510 clients.

$40.05M

Assets Under Management

15

Total Clients

1

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.

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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Veronica Redfield’s Registration & Firm History

ND

10/30/2024 - Present

Retirement Resource (WEST FARGO ND)

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Licenses & Designations

IA

Issued 07/03/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Veronica Lynn Redfield.
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