CO
CO

Colleen Mary Oshaughnessy

26 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

80370 County Highway A, Port Wing, WI, 54865

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Colleen owns rental real estate and operates Verus Capital Partners, LLC, her LPL business DBA. She also has outside employment with South Shore Ambulance Association Bayfield County, and spends nearly full-time providing investment advisory services through Verus Capital Partners, LLC.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2020 - Present · 5 yrs 4 mos
Verus Capital Partners, LLC
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
December 2014 - October 2020 · 5 yrs 10 mos
Metlife Securities INC.
October 2011 - January 2015 · 3 yrs 3 mos
Metlife Securities INC.Broker
March 2009 - January 2015 · 5 yrs 10 mos
AXA Advisors, LLC
April 2001 - March 2009 · 7 yrs 11 mos
AXA Advisors, LLCBroker
December 1998 - March 2009 · 10 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1998 - January 2000 · 1 yr 1 mo
State Registrations13 states
AZCACOFLMNNCPASCSDTNTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.