Doreen Leona Koleno
Investment adviser representative at Vicus Capital, Inc.
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Vicus Capital, Inc.Jul 2017 to now
- Cetera Wealth Services, LLCJul 2017 to now
- Cetera Advisor Networks LLCOct 2016 to May 2017
- Vicus Capital, Inc.Oct 2016 to May 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Vicus Capital, Inc.
$3BAssets managed
6,277Clients
90Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3089437
- Firm CRD
- 116021