VV
Venkatakrishna S. Vedam
V2 FINANCIAL GROUP
Naperville, IL
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CRD#: 5249311
VV
Professional summary
Venkatakrishna Sharma Vedam, who also goes by Venkata K.s. Vedam, is a registered financial advisor currently at V2 FINANCIAL GROUP, LLC located in Naperville, Illinois.
Venkatakrishna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Venkatakrishna has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Venkata K.s. Vedam
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.
(1)NAME: ABS HOME MORTGAGE d/b/a ABS FUNDING IS THE BUSINESS INVESTMENT RELATED?: YES ADDRESS: 1730 PARK STREET, SUITE #119, NAPERVILLE, IL 60563 NATURE OF THE BUSINESS: REAL ESTATE MORTGAGE ORIGINATION BUSINESS POSITION/TITLE: MORTGAGE CONSULTANT/LOAN OFFICER START DATE: MARCH 2004 APPROXIMATE HOURS/MONTH: 80
HOURS/MONTH DURING TRADING HOURS: 30 DUTIES: ORIGINATE LOANS, DEVELOP NEW BUSINESS
(2)NAME: MILLENNIUM FINANCIAL AND BUSINESS SERVICES, INC. IS THE BUSINESS INVESTMENT RELATED?: NO ADDRESS: 1536 EAST BAILEY RD, NAPERVILLE IL 60565 NATURE OF THE BUSINESS: BUSINESS CONSULTING POSITION/TITLE: PRESIDENT START DATE: AUGUST 2002 APPROXIMATE HOURS/MONTH: 20 HOURS/MONTH DURING TRADING HOURS: 4 DUTIES: PROVIDE BUSINESS CONSULTING SERVICES TO SMALL BUSINESSES
CRS (Client Relationship Summary) - RIA
Click below to view Venkatakrishna Sharma Vedam'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 29, 2007 - Present
V2 FINANCIAL GROUP, LLC
RIA
CRD#: 142189
Naperville, IL
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".
VF
V2 FINANCIAL GROUP, LLC
V2 FINANCIAL GROUP | V2 FINANCIAL GROUP, LLC
CRD#: 142189 / SEC#: 801-113522
RIA
Registered Investment Advisory firm - (6/28/2018 Approved)California
Registered Investment Advisory firm - (8/23/2018 Terminated)Illinois
Registered Investment Advisory firm - (6/28/2018 Terminated)Michigan
Registered Investment Advisory firm - (7/24/2018 Terminated)Oregon
Registered Investment Advisory firm - (8/3/2018 Terminated)Texas
Registered Investment Advisory firm - (7/24/2018 Terminated)Washington
Registered Investment Advisory firm - (7/31/2018 Terminated)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
Illinois(1/29/2007)
IAR
Texas(1/20/2012)
Current Firm
VF
V2 FINANCIAL GROUP, LLC
V2 FINANCIAL GROUP | V2 FINANCIAL GROUP, LLC
CRD#: 142189 / SEC#: 801-113522
RIA
Registered Investment Advisory firm - (6/28/2018 Approved)California
Registered Investment Advisory firm - (8/23/2018 Terminated)Illinois
Registered Investment Advisory firm - (6/28/2018 Terminated)Michigan
Registered Investment Advisory firm - (7/24/2018 Terminated)Oregon
Registered Investment Advisory firm - (8/3/2018 Terminated)Texas
Registered Investment Advisory firm - (7/24/2018 Terminated)Washington
Registered Investment Advisory firm - (7/31/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Naperville, IL
Mailing Address
Phone number
(630) 364-4529
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,026 |
| AUM (Assets Under Management) | $ 276,798,434 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
