Colleen Oshaughnessy is a registered investment advisor at LPL Financial LLC, based in Port Wing, WI, with 27 years of industry experience. Colleen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
80370 County Highway A, Port Wing, WI, 54865
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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 Activities
Colleen owns rental real estate and operates Verus Capital Partners, LLC, her LPL business DBA. She also has outside employment with South Shore Ambulance Association Bayfield County, and spends nearly full-time providing investment advisory services through Verus Capital Partners, LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
Verus Capital Partners, LLC
Previous Registrations
Securities America, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations13 states
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.