VERITAS FINANCIAL SERVICES, LLC

VERITAS FINANCIAL SERVICES, LLC of PLYMOUTH, WI is an SEC-registered investment adviser (CRD 146264).

Registration

• CRD: 146264
• Type: Registered investment adviser
• Location: 506 E. MILL STREET, PLYMOUTH, WI, 53073
• Phone: 920-893-5262
• Latest filing: 2026-06-24
• Clients: 2

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search