Colleen
Venter
Gsb Wealth Management, LLC
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About this Advisor
Colleen Venter is a financial advisor based in Guilford, Connecticut, working with Gsb Wealth Management, LLC. Colleen has previously held a position at Aria, LLC. Colleen has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Colleen is part of Gsb Wealth Management, LLC, which operates out of Guilford, Connecticut. The firm has 2 offices and 13 employees. The firm manages assets totaling $475.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Gsb Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gsb Wealth Management, LLC Brokerage Details
$475,013,328
13
1,454
$326,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Colleen Venter Work History
Aria, LLC
Disclosures
Please visit the SEC profile of Colleen Venter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gsb Wealth Management, LLC
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
East Haven, CT
East Haven, CT
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