Colleen Mary Oshaughnessy
Investment adviser representative at Verus Capital Partners, LLC
12 yearsExperience
3 statesRegistered in
$2.3BFirm assets
12 yearsFirm in business
Are you Colleen Mary Oshaughnessy? Claim your profile
Contact this firm
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
12 years in the industry.
- LPL Financial LLCOct 2020 to now
- Verus Capital Partners, LLCDec 2014 to now
- Securities America, Inc.Dec 2014 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, WI).
Verus Capital Partners, LLC
$2.3BAssets managed
5,642Clients
47Advisers
12 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
- 3163359
- Firm CRD
- 151568