Henry Streeter Preston

Employer firm

Veteran Wealth Planning CRD 329756

$24.0M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• 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

• 01/2024 → Present
  Veteran Wealth Planning, Llc
  Ferrisburgh, VT
• 02/2021 → 01/2024
  Hanson And Doremus Investments And Planning
  Burlington, VT
• 01/2017 → 02/2021
  Usmc
  Yuma, AZ
• 07/2016 → 01/2017
  Pratt And Whitney
  Burlington, VT

Other Businesses

In addition to his role as Chief Compliance Officer and investment adviser representative of Veteran Wealth Planning, LLC, Henry Streeter Preston is also an owner and operator of several LLCs that own and manage investment real estate in various states. These LLCs are passive investment vehicles, and his involvement is limited to overseeing their operations and financial management. This business activity requires minimal time and does not present a conflict of interest with his responsibilities at Veteran Wealth Planning, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-27

Designations

• Certified Financial Planner

Other Names

• Henry Ss Wissa