Best Investors
Account
Sign in
Best Investors
Account
Sign in
Veridan Wealth CRD 329666
$667M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1742 Willamette Falls Dr, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-08-28 |
Branch Locations
1742 Willamette Falls Dr, West Linn, OR 97068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Clackamas | OR | 05/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | West Linn | OR | 03/2020 | 05/2024 |
| Veridan Wealth Llc | West Linn | OR | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
Reach out to this advisor