Colleen Mary Oshaughnessy

Employer firm

Verus Capital Partners, LLC CRD 151568

$2.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2014 → 10/2020
  Securities America, Inc.
  Scottsdale, AZ
• 12/2014 → Present
  Verus Capital Partners, Llc
  Port Wing, WI
• 10/2020 → Present
  Lpl Financial Llc
  Port Wing, WI

Previous Registrations

• 2011-10-07 → 2015-01-05
  Msi Financial Services, Inc.
  Tempe, AZ
• 2001-04-24 → 2009-03-09
  Equitable Advisors, Llc
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1) 1/2018 - Real Estate Rental - Investment Related - 0% - 5740 N 14th Street, Phoenix AZ 85014 2) 12/2014 - DBA for LPL Business (entity for LPL business) - VERUS CAPITAL PARTNERS, LLC - Investment Related - 98% - Scottsdale, Arizona 85260 3) 12/2017 - Outside/W-2 Employment - Not Investment Related - SOUTH SHORE AMBULANCE ASSOCIATION BAYFIELD COUNTY - 86980 Lake Ave, Herbster, WI 85644 4) 10/28/2020 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 12/19/2014 - 120 Hours Per Month/8 Hours During Securities Trading - Time Spent 98% - I provide investment advisory services through Verus Capital Partners, LLC an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-29
• S63 Uniform Securities Agent State Law Examination
  1998-12-23

Other Names

• Colleen Mary Oshaughnessy
• Colleen M O'SHaughnessy
• Colleen O'SHaughnessy
• Colleen Mary O'SHaughnessy