EH
Edward L. Hoppe
VERUS FINANCIAL PARTNERS
RICHMOND, VA 23235
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CRD#: 4865237
EH
Professional summary
Edward L Hoppe III, AIF®, CFP®, who also goes by Ed Hoppe, is a registered financial advisor currently at VERUS FINANCIAL PARTNERS located in Richmond, Virginia.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Edward has worked at 1 firm .
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Ed Hoppe
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Edward L Hoppe III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
October 4, 2004 - Present
VERUS FINANCIAL PARTNERS
Office #1: 9030 Stony Point Parkway Suite 160, Richmond, VA 23235RIA
CRD#: 106744
RICHMOND, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VERUS FINANCIAL PARTNERS
INVESTMENT CONSULTANTS & MANAGEMENT CO OF VIRGINIA | VERUS FINANCIAL PARTNERS, INC. | VERUS FINANCIAL PARTNERS | KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES, INC.
CRD#: 106744 / SEC#: 801-41983
RIA
Registered Investment Advisory firm - (7/1/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(10/1/2025)
IAR
Virginia(10/4/2004)
Exams
Current Firm
VERUS FINANCIAL PARTNERS
INVESTMENT CONSULTANTS & MANAGEMENT CO OF VIRGINIA | VERUS FINANCIAL PARTNERS, INC. | VERUS FINANCIAL PARTNERS | KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES, INC.
CRD#: 106744 / SEC#: 801-41983
RIA
Registered Investment Advisory firm - (7/1/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9030 Stony Point Parkway Suite 160, Richmond, VA 23235
Mailing Address
Phone number
(804) 592-3465
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,907 |
| AUM (Assets Under Management) | $ 1,004,534,117 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VERUS FINANCIAL PARTNERS
CRD#: 106744Richmond, VA 23235TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
