Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Todd S

Series 65

Oakdale, CA

Verity Asset Management

Todd Steck is a financial advisor at Verity Asset Management with one year of industry experience. He holds a Series 65 credential and has prior experience with Teacher's Pension and Insurance Services and 1st Light Energy. Outside of advisory work, Steck is involved in solar marketing through Public Solar, LLC, and operates an insurance agency, Steck Insurance Services. Verity Asset Management is an SEC-registered firm providing discretionary portfolio management, model portfolios, retirement-plan advisory, and financial planning to individuals, corporate and institutional clients, and other investment advisers. The firm employs a model-driven investment process with tactical asset allocation across diverse asset classes and offers both internally managed and third-party models.

Concentrated stock management Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing
user avatar
firm logo

Eric A

Series 65

Oakdale, CA

Verity Asset Management

Eric Anderson is a financial advisor with Verity Asset Management, holding a Series 65 credential and eight years of industry experience. He has been with Verity Asset Management since 2018 and also operates Teacher's Pension and Insurance Services, an insurance agency in Oakdale, CA. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion and serving a broad client base including individuals, retirement plan sponsors, institutional clients, and other advisers. The firm emphasizes a model-based investment approach with tactical asset allocation and acts as a manager-of-managers when selecting third-party models for client platforms.

Concentrated stock management Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing
user avatar
firm logo

Daniel K

Series 65, Series 63

Oakdale, CA

Verity Asset Management

Daniel Krause is a financial advisor with Verity Asset Management in Oakdale, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at The Leaders Group DBA Simplicity Investments and TPX Advisors. He is also involved in managing and overseeing advisors at TPX Advisors. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion across 55 advisors. The firm serves individual clients, retirement plan sponsors and participants, institutional clients, and other registered investment advisers, offering model-based and customized portfolio management along with retirement plan consulting and sub-advisory services.

Concentrated stock management Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing
user avatar
firm logo

Gerardo V

CFP®, Series 66

Oakdale, CA

Verity Asset Management

Gerardo Vergara is a CFP® professional with seven years of industry experience, currently serving as an advisor at Verity Asset Management. His prior experience includes roles at Ameriprise and Edward Jones. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion for individuals, retirement plans, institutional clients, and other advisers. The firm employs a model-based investment approach with tactical asset allocation across a range of asset classes, offering services such as discretionary portfolio management, retirement plan consulting, and sub-advisory arrangements.

Concentrated stock management Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing
user avatar
firm logo

Gregory K

Series 63, Series 65

Oakdale, CA

Verity Asset Management

Gregory Komsky is a financial advisor with Verity Asset Management in Oakdale, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Verity Asset Management since 2017 and previously at EBS Financial, Planmember Securities Corporation, and Teacher's Pension & Insurance Services. Outside of his advisory role, he serves as president and CEO of Foundation Financial & Insurance Services and is managing partner at Karma Capital Insurance Solutions, overseeing insurance operations. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional, and registered investment adviser clients with discretionary portfolio management, retirement-plan advisory, and financial planning. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models, operating under fiduciary and ERISA standards where applicable.

Concentrated stock management Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")