Margaret A. Wittkopp
Professional summary
Margaret A Wittkopp, who also goes by Margaret A Hasslinger, Margaret A Kleis, Margaret Ann Kleis, is a registered financial advisor currently at VERITAS FINANCIAL SERVICES, LLC located in Plymouth, Wisconsin.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Margaret has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret A Wittkopp's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2011 - Present
VERITAS FINANCIAL SERVICES, LLC
Office #1: 506 E. Mill Street Suite 101, Plymouth, WI 53073May 16, 2008 - December 31, 2010
VERITAS FINANCIAL SERVICES, LLC
February 25, 2008 - March 31, 2011
TRIAD ADVISORS LLC
October 8, 2004 - February 26, 2008
LPL FINANCIAL LLC
March 18, 1994 - October 12, 2004
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/23/2024)
(6/28/2023)
(1/1/2011)
Exams
Current Firm
VERITAS FINANCIAL SERVICES, LLC
CRD#: 146264 / SEC#:
Contact information
Red Flags
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Company Information
VERITAS FINANCIAL SERVICES, LLC
CRD#: 146264Plymouth, WI 53073TRUST BUT VERIFY
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