Margaret Wittkopp

Margaret Wittkopp

Investment Adviser Representative/Owner

Phone: 920-893-5262
Fax: 920-893-5689
Mobile Phone: 920-254-9658
E-mail:

Margaret Wittkopp is a Financial Advisor Coach and the owner of Veritas Financial Services, a Registered Investment Advisor (RIA) in the state of Wisconsin.

Margaret holds the Bachelor of Arts degree from Milwaukee's Alverno College.  She has been in the financial services industry for over 18 years.  She is licensed in Investments (Series 7, 63, and 24), licensed in Life and Health Insurance and also holds the Certified Financial Educator designation (CFEd) and teaches workshops and classes.  

Margaret is involved in the Plymouth community, a member of Rotary, a past RotaryDistrict 6270 Governor, a cantor at St. John the Baptist Catholic Church, a performer in many Plymouth Arts Foundation presentations, and a sponsor of many community events. 
 
Spending time with her grandchildren and her horses (sometimes both at once) are two of Margaret's favorite pastimes.  Her missions are to educate people in the truths of investing and to help people move from a life of scarcity to one of abundance.