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Veritas Financial Services LLC Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Veritas Financial Services LLC is a financial services firm that operates as a Registered Investment Advisor and fee-only advisory office. It provides investment management, retirement planning, tax considerations, and insurance services. Its approach to investing is described as being grounded in academic perspectives. 

Based in Plymouth, Wisconsin, the company maintains a mid-sized team. In August 2019, Margaret Wittkopp was appointed as Founder and CEO. More information is available on its website at veritasinvesting.com.

Find Veritas Financial Services LLC employees' phone numbers or email addresses

Veritas Financial Services LLC Global Highlights

Location
Employees

North America
24

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  • United States Of America
    22
  • Canada
    2

Asia
2

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  • India
    2

Veritas Financial Services LLC's Leadership

  • Stylized image of a person
    U. K.
    Vice President - Corporate And Legal Actions
    Mobile Phone
  • Stylized image of a person
    R. B.
    Director Of Financial Planning And Wealth Management
    Mobile Phone
  • Stylized image of a person
    V. J.
    Operations Specialist
    Mobile Phone
  • Stylized image of a person
    A. A.
    Consumer Advocate
    Mobile Phone

Veritas Financial Services LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Program & Project Management
  • Banking
  • Community & Social Services
  • Accounting
  • Other
  • Administrative

Contact profiles from Veritas Financial Services LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    U. K.
    Vice President - Corporate And Legal Actions
    Mobile Phone
    IndiaUttarakhand
    Jun 24, 2026
  • Stylized image of a person
    R. B.
    Director Of Financial Planning And Wealth Management
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    V. J.
    Operations Specialist
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    A. A.
    Consumer Advocate
    Mobile Phone
    IndiaTamil Nadu
    Feb 03, 2026

Frequently Asked Questions

What is Veritas Financial Services LLC known for?

Minus sign iconPlus sign iconVeritas Financial Services LLC operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-920-893-****
. Explore Veritas Financial Services LLC's company overview page for more information.

What is Veritas Financial Services LLC's most common email format?

Minus sign iconPlus sign iconVeritas Financial Services LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Veritas Financial Services LLC email formats with LeadIQ.

How many employees does Veritas Financial Services LLC have currently?

Minus sign iconPlus sign iconVeritas Financial Services LLC has approximately 13 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Veritas Financial Services LLC's key employees and leadership?

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As of July 2026, Veritas Financial Services LLC's key employees include:

  • Vice President - Corporate And Legal Actions: U. K.
  • Director Of Financial Planning And Wealth Management: R. B.
  • Operations Specialist: V. J.
  • Consumer Advocate: A. A.

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