VERIDAN WEALTH LLC of WEST LINN, OR is an SEC-registered investment adviser (CRD 329666). Regulatory assets under management: $667.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Laura Consuelo Steagall-Cissell | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Patrick J Haley | MANAGING MEMBER AND WEALTH ADVISOR | — |
| YASTE TAELIM HARRISON | CHIEF COMPLIANCE OFFICER | — |
| STEAGALL-CISSELL LAURA CONSUELO | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| HALEY PATRICK J | MANAGING MEMBER AND WEALTH ADVISOR | — |
| RICE MELODY KAY | CHIEF EXECUTIVE OFFICER | — |