Doreen Leona Koleno

Employer firm

Vicus Capital, Inc. CRD 116021

$2.99B regulatory AUM 316 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 10/2016
  Northwest Savings Bank
  State College, PA
• 10/2016 → 05/2017
  Cetera Advisor Networks Llc
  State College, PA
• 10/2016 → 05/2017
  Vicus Capital, Inc.
  State College, PA
• 07/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2017 → Present
  Vicus Capital
  State College, PA

Previous Registrations

• 2016-10-21 → 2017-05-19
  Vicus Capital, Inc.
  State College, PA
• 2011-10-31 → 2016-08-31
  Northwest Advisors, Inc.
  State College, PA
  Warren, PA

Other Businesses

(1) NAME OF OTHER BUSINESS: DDK PROPERTIES LLC INVESTMENT RELATED: NO ADDRESS: 310 HUNTER RIDGE ROAD BELLEFONTE, PA 16823 NATURE OF BUSINESS: RENTAL REAL ESTATE START DATE: 2000 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: CO-OWNER - MANAGER (2) NAME OF OTHER BUSINESS: POA INVESTMENT RELATED: NO ADDRESS: BELLEFONTE, PA NATURE OF BUSINESS: POA FOR PARENTS START DATE: APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: DURABLE POA AS NEEDED (3) NAME OF OTHER BUSINESS: PFG WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISORY AND EDUCATION SPECIALIST (4) NAME OF OTHER BUSINESS: VICUS CAPITAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT START DATE: 06/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE SUPPORT (5) NAME OF OTHER BUSINESS: CENTRAL PENNSYLVANIA INSTITUTE ; INVESTMENT RELATED: NO ADDRESS: 540 NORTH HARRISON ROAD, PLEASANT GAP, PA 16823 ; NATURE OF BUSINESS: EDUCATION ; START DATE: 04/2019 ; POSITION/TITLE/RELATIONSHIP: COMMITTEE CHAIRPERSON APX NUMBER OF HOURS PER WEEK: 2 PER YEAR ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: LEAD MEETINGS, KEEP MEETING ON AGENDA AND SCHEDULE ; 6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/2023; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, FIXED ANNUITIES, & LONG TERM CARE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-22
• S63 Uniform Securities Agent State Law Examination
  2003-04-04

Designations

• Chartered Financial Consultant

Other Names

• Doreen Leona Deitrich
• Doreen L Koleno
• Doreen Leona Koleno