Eric Jonathan Runge

Current Employers

Employment History

• 06/2008 → 03/2017
  Waddell & Reed, Inc.
  Lake Oswego, OR
• 06/2008 → 03/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Beaverton, OR
• 02/2017 → 08/2018
  Eric Runge Bands
  Beaverton, OR
• 03/2017 → 09/2018
  Lpl Financial, Llc
  Lake Oswego, OR
• 03/2017 → 10/2017
  Oswego Wealth Management, Inc.
  Lake Oswego, OR
• 09/2017 → 01/2020
  Financial Advocates Investment Management
  Lake Oswego, OR
• 01/2020 → Present
  Veritas Wealth Management Llc
  Madras, OR

Previous Registrations

• 2017-10-05 → 2020-01-10
  Financial Advocates Investment Management
  Lake Oswego, OR
  Olympia, WA
• 2017-05-12 → 2017-10-04
  Wellspring Advisors, Inc.
  Hillsboro, OR
• 2010-01-20 → 2017-03-24
  Waddell & Reed
  Seattle, WA
  Lake Oswego, OR

Other Businesses

Team Based Model Consultant. This business is related to investments, but does not always involve new investment business. The address is 83 SW K st. Madras, OR 97741. The business is through a seperate LLC, Veritas Virtual Family Office, LLC. I utilize a team of experts (unaffiliated with Veritas Wealth Management) across several areas of accounting, legal, business planning, etc. to help with the advanced financial needs of clients. I in no way provide any tax advice. Rather, I partner with CPAs to help them add more value to how they service their clients by connecting their clients with my team of experts on a case-by-case basis as appropriate. My position is as a consultant to the CPA in my team-based model and advisor to the end client on which experts may be appropriate for them. My title is "owner." Note: The CPA does not pay me, however the specialists may through referral fees. This is disclosed in my ADV 2A.. Start date: 06/01/2021. Hours per month: 60. Hours per month during trading hours: 30. Duties are described above. Owner; Veritas Bitcoin Advisory Services; investment related: Yes; Location: 83 SW K st. Madras, OR 97741; Responsibilities Duties: Advise clients on inflation, its risks, and bitcoin and its risks, as well as how to set up a cold wallet and fund it. ; Start date with business: 2023-02-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 8; Owner, Eric Runge, Investment Related: Yes; address: 83 SW K st. Madras, OR 97741 USA; Responsibilities Duties: Assistance in the creation of wills and trusts through Estate Guru, an attorney created algorithmic based software program. I do not give legal advice nor create the documents in any way, but rather lead the client through the process taking prompts from them based on questions the software asks. A practicing attorney creates the documents and signs off on them. ; Start date with business: 2023-04-25; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-10
• S63 Uniform Securities Agent State Law Examination
  2005-07-25

Other Names

• Eric Runge