Veritrust Wealth Management Employee Directory

Financial ServicesUnited States2-10 Employees

When you hire an advisor to help navigate your financial life, you need someone with the experience and knowledge necessary to help you make the most appropriate investment choices for your unique situation. 
As a client of Veritrust Wealth Management, you can rest assured that your advisor has access to all of the best tools available.  As independent Financial Advisors our loyalty is to you, our client -- not to a large corporate organization.  We work with you to determine your goals and find the most appropriate solutions to help you meet them.  We have the experience, the knowledge and the integrity to do what is in your best interest and we strive to always provide you the best possible service.

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Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC.
6187 Carpinteria Ave., Carpinteria, CA  93013  (800) 874-6910.
Veritrust Wealth Management and PSEC are independently owned and operated companies.  PSEC is not liable for ancillary products or services offered by this representative or Veritrust Wealth Management.

Find Veritrust Wealth Management employees' phone numbers or email addresses

Veritrust Wealth Management Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Veritrust Wealth Management's Leadership

  • Stylized image of a person
    K. M.
    Partner/Financial Advisor
    Phone icon
  • Stylized image of a person
    J. S.
    Partner/Financial Advisor
    Phone icon
  • Stylized image of a person
    J. S.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    R. B.
    Financial Advisor
    Phone icon

Contact profiles from Veritrust Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. M.
    Partner/Financial Advisor
    Phone icon
    United StatesIllinois
    May 25, 2025
  • Stylized image of a person
    J. S.
    Partner/Financial Advisor
    Phone icon
    United StatesIllinois
    Jun 10, 2025
  • Stylized image of a person
    J. S.
    Financial Advisor
    Phone icon
    United StatesIllinois
    May 18, 2025
  • Stylized image of a person
    R. B.
    Financial Advisor
    Phone icon
    United StatesIllinois
    May 21, 2025

Frequently Asked Questions

What is Veritrust Wealth Management known for?

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Veritrust Wealth Management was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 400 E. Diehl Road, Suite 250 Naperville, IL 60564, US; you can contact the main corporate office by phone at . Explore Veritrust Wealth Management's company overview page for more information.

What is Veritrust Wealth Management's most common email format?

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Veritrust Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Veritrust Wealth Management email formats with LeadIQ.

How many employees does Veritrust Wealth Management have currently?

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Veritrust Wealth Management has approximately 5 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Veritrust Wealth Management's key employees and leadership?

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As of October 2025, Veritrust Wealth Management's key employees include:

  • Partner/Financial Advisor: K. M.
  • Partner/Financial Advisor: J. S.
  • Financial Advisor: J. S.
  • Financial Advisor: R. B.

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