Poteau, OK N. Broadway Office

Team
Updated today

Client AUM

$2,075,952,647

Clients

5,086

Advisors

2

Of 47 advisors across 30 offices

Location

603 N. Broadway

Poteau OK 74953

Advisors at this office

2

Advisors at this office

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Levi C

Series 66

Poteau, OK

Verus Capital Partners, LLC

Levi Chuculate is a financial advisor at Verus Capital Partners, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Wells, Wann & Company, and Grant Thornton LLP. Outside of his advisory role, he has been involved in tax preparation and accounting through Wells, Wann & Company. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation to create customized portfolios aligned with clients’ objectives and risk tolerances.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Nickolas W

CFP®, PFS™, Series 63

Poteau, OK

Verus Capital Partners, LLC

Nickolas Wann is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He currently works at Verus Capital Partners, LLC and LPL Financial, LLC, and has prior experience at Avantax Insurance Agency and Wells & Co., CPA PC. Outside of his advisory roles, he serves as a pastor at various churches and manages The Wannderosa Ranch, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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