Anita Niefeldt
Viridian Wealth Management
10900 Research Blvd Ste 160C, Unit #2704
Austin, TX 78759
7373813540
About Viridian Wealth Management
Personalized financial planning and investment guidance for women and their families facing retirement, inheritance, divorce, widowhood, job change, and other major life changes.
See Disclosures
General Information
Firm Start Year
2024
No. of Employees
1
CRD#
5329067
Firm CRD#
5329067
Insurance License#
17047822
Years of Experience in Financial Services
21
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 6, Series 63, Series 66
Insurance and Annuity Licenses
Long Term Care, Variable Annuity, Life, Annuity
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100000
Compensation Methods
Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
1
Minimum Fee Charged for Managed Accounts
.70%
Minimum Fee Charged for Hourly Planning Accounts
1%
Education
MBA -
WHU Dusseldorf
09/01/2022 -09/30/2024
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893616/rothira-Viridian-Wealth-Management-detailed-disclosure.html