Venkatram
Krishnamurthy
V2 Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Venkatram Krishnamurthy is a financial advisor operating out of Naperville, Illinois who has 16 years of relevant experience. Krishnamurthy works at V2 Financial Group. Over the course of their career, Krishnamurthy has held roles at College Of Lake County and V2 Financial Group. Krishnamurthy has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois and Texas. V2 Financial Group is a registered investment business with a branch in Naperville, Illinois. The firm has offices in two locations and just four people on staff. It administers $213 million in total assets among its 1,100 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 1,100 client accounts, 47% belong to high-net-worth investors who have greater than $1 million in assets. V2 Financial Group provides portfolio management for individuals and small businesses. Financial advisory fee schedules vary depending on the financial services. Fees billed by V2 Financial Group can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
V2 Financial Group Brokerage Details
$212,495,077
4
1,100
$193,177
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Venkatram Krishnamurthy Work History
Venkatram has been registered as a financial advisor for 16 years.*
V2 Financial Group
V2 Financial Group
College Of Lake County
V2 Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Venkatram Krishnamurthy 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 V2 Financial Group
Naperville, IL
Naperville, IL
Glen Rock, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
