Verso Financial, Llc
We are a Financial Services Firm serving the needs of executives, professionals, business owners and single, widowed, and divorced women in the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, business continuation programs and financial services. Representatives offer products and services using the following business names: Verso Financial/Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Verso Financial/Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
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Verified contacts
7
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
48
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- KG
Kevin Grunawalt
Owner · General Business & Management
EmailPhone - KW
Kelby Wendzel
Certified Financial Planner · Finance & Accounting
EmailPhone - JB
John Basham
Lead Advisor · General Business & Management
EmailPhone - KW
Kelby Wendzel
Certified Financial Planner · Finance & Accounting
EmailPhone - MB
Matt Boughner
Chief Operating Officer · General Business & Management
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Verso Financial, Llc
4 distinct titles indexed · top 4 shown.
- 2certified financial planner
- 2lead advisor
- 1chief operating officer
- 1owner
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