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Peter O

CFP®, Series 63, Series 65

Dover, DE

Vicus Capital, Inc.

Peter Oldziey is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2001 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as treasurer for the Dover Interfaith Mission for Housing, a homeless shelter, and is involved with the Spiritual Assembly of the Baha'i of Dover as secretary. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with a range of strategies, providing tailored advisory services and specialized fiduciary consulting.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Brett E

Series 66

Dover, DE

Vicus Capital, Inc.

Brett Emmons is a financial advisor with Vicus Capital, Inc. and holds the Series 66 designation. He has eight years of industry experience and has also been involved with Ideal Life Financial Planning, BE Life Institute, LLC, and New World Financial, Inc. Outside of his advisory roles, he serves as a board member of the Delmarva Youth and Family Institute, mentors youth through the Atlantic Regional Training Institute, and offers leadership coaching through the BE Life Institute, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a mix of discretionary and non-discretionary strategies. The firm emphasizes retirement-plan consulting and fiduciary services, offering a range of model portfolios and third-party manager access tailored to client needs.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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