ER
Eric J. Runge
VERITAS BITCOIN STRATEGIES. DBA VERITAS BITCOIN STRATEGIES
MADRAS, OR 97741
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CRD#: 4988111
ER
Professional summary
Eric Jonathan Runge, who also goes by Eric Runge, is a registered financial advisor currently at VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES located in Madras, Oregon.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Eric has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Runge
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.
Team Based Model Consultant. This business is related to investments, but does not always involve new investment business. The address is 83 SW K st. Madras, OR 97741. The business is through a seperate LLC, Veritas Virtual Family Office, LLC. I utilize a team of experts (unaffiliated with Veritas Wealth Management) across several areas of accounting, legal, business planning, etc. to help with the advanced financial needs of clients. I in no way provide any tax advice. Rather, I partner with CPAs to help them add more value to how they service their clients by connecting their clients with my team of experts on a case-by-case basis as appropriate. My position is as a consultant to the CPA in my team-based model and advisor to the end client on which experts may be appropriate for them. My title is "owner." Note: The CPA does not pay me, however the specialists may through referral fees. This is disclosed in my ADV 2A.. Start date: 06/01/2021. Hours per month: 60. Hours per month during trading hours: 30. Duties are described above. Owner; Veritas Bitcoin Advisory Services; investment related: Yes; Location: 83 SW K st. Madras, OR 97741; Responsibilities Duties: Advise clients on inflation, its risks, and bitcoin and its risks, as well as how to set up a cold wallet and fund it. ; Start date with business: 2023-02-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 8; Owner, Eric Runge, Investment Related: Yes; address: 83 SW K st. Madras, OR 97741 USA; Responsibilities Duties: Assistance in the creation of wills and trusts through Estate Guru, an attorney created algorithmic based software program. I do not give legal advice nor create the documents in any way, but rather lead the client through the process taking prompts from them based on questions the software asks. A practicing attorney creates the documents and signs off on them. ; Start date with business: 2023-04-25; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5
CRS (Client Relationship Summary) - RIA
Click below to view Eric Jonathan Runge'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®
NoneExperience
Current
January 10, 2020 - Present
VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES
Office #1: 83 Sw "k" St., Madras, OR 97741RIA
CRD#: 306768
MADRAS, OR
Past
October 5, 2017 - January 10, 2020
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
RIA
CRD#: 151298
Lake Oswego, OR
Past
May 12, 2017 - October 4, 2017
WELLSPRING ADVISORS, INC.
RIA
CRD#: 147861
LAKE OSWEGO, OR
Past
March 21, 2017 - September 19, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
LAKE OSWEGO, OR
Past
January 20, 2010 - March 24, 2017
WADDELL & REED
RIA
CRD#: 866
LAKE OSWEGO, OR
Past
June 23, 2008 - March 24, 2017
WADDELL & REED
BD
CRD#: 866
LAKE OSWEGO, OR
Past
July 18, 2005 - June 4, 2008
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
BEAVERTON, OR
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
Oregon(1/10/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VB
VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES
VERITAS BITCOIN STRATEGIES | VERITAS WEALTH MANAGEMENT, LLC | VERITAS WEALTH MANAGEMENT | VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS WEALTH MANAGEMENT | VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES
CRD#: 306768 / SEC#: 801-117893
RIA
Registered Investment Advisory firm - (6/15/2020 Terminated)Oregon
Registered Investment Advisory firm - (6/12/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
83 Sw "k" St., Madras, OR 97741
Mailing Address
Phone number
(503) 607-7454
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 182 |
| AUM (Assets Under Management) | $ 22,287,377 |
Red Flags
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Company Information
VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES
CRD#: 306768Madras, OR 97741TRUST BUT VERIFY
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