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Chad Hufford

Veritas Wealth Management

2665 E Tudor Road
#202

Anchorage, AK 99507

907-727-7198

Clarity and confidence through personalized investment coaching

About Veritas Wealth Management

Investing and planning for retirement can be challenging, so Veritas helps take the confusion and anxiety out of the process by providing guidance and personalized coaching every step of the way. Together let's build your future with confidence.

Guiding investors like you at every stage of life plan for and manage retirement is the mission of Veritas. After getting to know you and understanding your career and life circumstances, goals, and challenges, we'll undertake a portfolio review to help analyze your investments.

Next, a customized savings and investment blueprint will be drafted to help you achieve your unique goals. Through continued, proactive investment coaching, we'll help ensure your plan and portfolio stay aligned with your objectives as they evolve over your career and changing life circumstances.

General Information

Firm Start Year

2007

No.of Employees

5-9

CRD#

5385222

Firm CRD#

11869

Years of Experience in Financial Services

14

Number of Years with Current Firm

14

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Financial Planning for Individuals, Education Funding and Planning, Money Management

Services

Investment Types

Annuities, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Via Phone, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Firm Information

Advisor's Number of Clients

250

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

200

Assets Managed by Advisor

$235,000,000

Disclaimer

Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. Veritas Wealth Management and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible for ancillary products and services offered by Veritas Wealth Management. Investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.