Advisor at Verus Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Port Wing, WI 54865
Credentials
Series 63, Series 65
Industry experience
27 years
Colleen Oshaughnessy is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at Verus Capital Partners since 2014 and previously at Securities America, Inc. and LPL Financial LLC. Outside of her advisory role, she is involved with the South Shore Ambulance Association in Bayfield County, Wisconsin. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management and financial planning, employing a combined fundamental and technical investment approach with customized portfolios tailored to client objectives and risk tolerance.
Based on Verus Capital Partners, LLC
Based on Verus Capital Partners, LLC
Fixed fees for financial planning up to $5,000; consultation fixed fees $500 to $5,000, negotiable
$0 - $1,000,000: 2.50% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $25,000,000: 1.00% $25,000,001+: 0.50%
IARs may receive commissions from selling insurance and securities products separately; commissions may offset advisory fees
Investment Advisor Representative: $500/hour; Para-planner: $100/hour; Administrative Support: $50/hour
Account minimum: $250,000 Minimum fee: Fixed financial planning fee will not exceed $5,000 Fee-only: Financial planning fees charged as fixed fee (up to $5,000) or hourly rate; consultation fees charged hourly (up to $500/hour) or fixed fee ($500 to $5,000); ongoing consultations charged fixed fee generally not less than $5,000 annually, up to $15,000 annually
80370 County Highway A
Port Wing, WI 54865
Arizona · Texas · Wisconsin
LPL Financial
2020 - Present (6 years)
Verus Capital Partners, LLC
2014 - Present (12 years)
Securities America, Inc.
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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