Lakewood, PA Office

Team
Updated today

Client AUM

$2,891,486,161

Clients

6,170

Advisors

2

Of 88 advisors across 41 offices

Location

18 Como Road

Lakewood PA 18439

Advisors at this office

2

Advisors at this office

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Richard L

CFP®, Series 63, Series 65

Lakewood, PA

Vicus Capital, Inc.

Richard Leet is a CFP® professional with 40 years of experience in the financial services industry. He is affiliated with Vicus Capital, Inc. and has held roles at several firms, including Nationwide Insurance Company and 1938 Wealth Advisors. Outside of advisory work, he is involved in managing a tree farm and serves as vice president of a nonprofit cemetery association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis with a range of strategies and provides specialized fiduciary and plan-sponsor services alongside traditional advisory offerings.

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

Series 63, Series 65

Lakewood, PA

Vicus Capital, Inc.

Aaron Soden is a financial professional at Vicus Capital, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with multiple firms including 1938 Wealth Advisors, Cetera Wealth Services, and Nationwide Financial. Outside of advisory roles, he serves as assistant chief of the Susquehanna Fire Department, where he is responsible for training and emergency response oversight. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a range of strategies, including fundamental and technical analysis, and emphasizes retirement plan consulting and fiduciary services alongside access to third-party managers and customized portfolio solutions.

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