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Eric Jonathan Runge

Advisor at Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies — Madras, OR

Updated today

Credentials

Series 63, Series 65

Experience

21 years

Location

Madras, OR 97741

About

Eric Runge is the owner and sole advisor at Veritas Bitcoin Strategies, LLC, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Veritas Wealth Management, Financial Advocates Investment Management, LPL Financial, and Waddell & Reed, among others. Outside of his advisory role, he operates a consulting business that coordinates a team of experts to assist CPAs and their clients with advanced financial planning needs and provides guidance on Bitcoin risks and cold wallet setup. Veritas Bitcoin Strategies serves individuals, high-net-worth clients, family offices, and other registered investment advisers, offering asset management, financial planning, retirement-plan consulting, and Bitcoin-focused portfolios. The firm’s Bitcoin strategy uses regulated, liquid instruments such as U.S.-listed spot Bitcoin ETFs and publicly traded companies with significant Bitcoin holdings, employing an actively managed, downside-mitigated approach combined with educational and implementation support.

Client services

Based on Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops General consulting

Expertise

Based on Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management

Occupation focus

Based on Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies

Founder/Business Owner

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Fee options

Fixed

Financial planning flat fees from $1,000 to $20,000; 1031 Exchange consulting fees up to $75,000 one-time

Percentage

$0 - $499,999.99: 1.50% $500,000 - $999,999.99: 1.15% $1,000,000 - $4,999,999.99: 0.90% $5,000,000 - $9,999,999.99: 0.80% $10,000,000 - $19,999,999.99: 0.70% $20,000,000+: 0.60%

Project-based

$250 per hour for financial planning if client cancels contract within acceptable time window

Other

Account minimum: $50,000 Fee-only: Financial planning flat fees ranging from $1,000 to $20,000; recurring fees up to $3,000 annually; hourly rate of $250; 1031 Exchange consulting fees up to $75,000 one-time

Location

Madras, OR

83 SW "K" St.

Madras OR 97741

Advisors at this office

1

Most active in

Oregon

Work history

21 years of industry experience

Veritas Wealth Management LLC

2020 - Present • 6 years

Madras, OR

Financial Advocates Investment Management

2017 - 2020 • 3 years

Lake Oswego, OR

LPL Financial, LLC

2017 - 2018 • 1 year

Lake Oswego, OR

Oswego Wealth Management, Inc.

2017 - 2017 • 1 year

Lake Oswego, OR

Eric Runge Bands

2017 - 2018 • 1 year

Beaverton, OR

Various Insurance Carriers For W&R Insurance Agencies

2008 - 2017 • 9 years

Beaverton, OR

Waddell & Reed, INC.

2008 - 2017 • 9 years

Lake Oswego, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Shellie G

ChFC®, Series 66

Madras, OR

Edward Jones

Shellie Gray is a financial advisor with Edward Jones, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics

Derek B

Series 66

Madras, OR

Edward Jones

Derek Burbank is a financial advisor with Edward Jones in Madras, Oregon. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in education for nearly a decade, including roles at Culver School District #4 and High Desert Education District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Government Employee

Kayla V

ChFC®, Series 66

Madras, OR

Edward Jones

Kayla Vincent is a financial advisor with Edward Jones in Madras, OR, holding a ChFC® designation and Series 66 license with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Jason Hertel State Farm and Dutch Bros. Outside of her advisory role, she is involved with New Basin Distillery, where she handles sales, marketing, and special events. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Wealth management Founder/Business Owner
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