Doreen Koleno
Doreen Koleno is a ChFC-designated registered investment advisor at Vicus Capital, INC., based in State College, PA, with 21 years of industry experience. Doreen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
476 Rolling Ridge Drive, Suite 315, State College, PA, 16801
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Doreen co-owns and manages rental real estate, acts as POA for her parents, works as a financial advisory and education specialist for PFG Wealth Advisors, and provides administrative support for Vicus Capital. She also sells life insurance, fixed annuities, and long-term care products, dedicating about a quarter of her time to each of the financial services roles.
Employment History
Current Registrations
Vicus Capital, INC.
Cetera Wealth Services, LLCBroker
Previous Registrations
Vicus Capital, INC.
Cetera Advisor Networks LLCBroker
Cetera Investment Services LLCBroker
Northwest Advisors, INC.
Obs Brokerage Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Primevest Financial Services, INC.Broker
M&t Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.