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VERITAS FINANCIAL SERVICES, LLC
CRD 146264
506 E. MILL STREET, SUITE 101, PLYMOUTH, WI, 53073, United States
Phone
920-893-5262
Fax
920-893-5689
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 374 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; SOLICITORS FEES
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningSelection of other advisersPublication of periodicalsEducational seminars
All web addresses on file
Official SEC filing: View on IAPD