Equilus Group Inc

Michael Musco is a financial advisor at Equilus Group Inc with two years of industry experience. He holds a Series 65 designation and has previously worked at Nealy Pierce LLC, NEXA Mortgage LLC, Landmark Professional Mortgage Group, and Microsoft. In addition to his advisory role, Musco is employed as an Asset Manager at Equilus Capital Partners, LLC. Equilus Group Inc provides investment advisory, financial planning, and trust consulting services to individual and institutional clients, emphasizing client-directed portfolio management on a non-discretionary basis. The firm operates with a small team and integrates a subscription planning model alongside its affiliation with a related-party commercial real estate sponsor.

Shane Veitenheimer is a financial advisor at Equilus Group Inc with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual, Merrill Lynch, Wells Fargo Advisors, and Chase Bank. Shane is also licensed as an independent insurance agent. Equilus Group Inc provides investment advisory, financial planning, and trust consulting services to individuals and institutional clients, managing primarily non-discretionary assets. The firm emphasizes client-directed portfolio management and operates with a subscription-based planning model, supplementing advice with third-party resources and independent managers.

Joel Frank is a financial advisor with Equilus Group Inc. based in Wenatchee, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Apex Advisory Group Inc. and has been with Equilus Financial Group, Inc. and Principal Life Insurance Company since 2015. Outside of his advisory role, he is a co-managing member of Equilus Capital Partners LLC, a business involved in real estate investment. Equilus Group Inc. provides investment advisory, financial planning, trust consulting, and related services to a diverse client base including individuals, institutions, and charitable organizations. The firm primarily manages non-discretionary assets and operates with a small team, offering a subscription-based planning model and involvement in sponsoring private real estate funds.

Marc Bannos is a financial advisor at Equilus Group Inc with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Pruco Securities LLC, The Prudential Insurance Company of America, Bank of America, Merrill, and Charles Schwab. Equilus Group Inc. provides investment advisory, financial planning, and trust consulting services to individual and institutional clients, primarily managing non-discretionary assets. The firm emphasizes client-directed decisions and uses a subscription-based planning model supplemented by third-party resources and selected independent managers.