Vantage Financial Group, Inc.

Vantage Financial Group, Inc. (CRD# 105950) is a financial advisory firm headquartered in Cleveland, OH. They manage $429,048,000 in 1,942 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    429
    MILLION
  • Total Number of Accounts
    1,942
    ACCOUNTS
  • Average Account Value
    $220,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IL, IN, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX

Financial Advisors at Vantage Financial Group, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Angela M. Berry
CRD#: 2683493
6200 Rockside Road, Cleveland, OH 44131
96
Wealthminder
score

Angela Berry (CRD# 2683493) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 16 years of experience in the finance industry.

2
Michael F. Cleary
CRD#: 1816212
6200 Rockside Road, Suite 100, Cleveland, OH 44131
96
Wealthminder
score

Michael Cleary (CRD# 1816212) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 24 years of experience in the finance industry. Michael Cleary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Susan J. Finefrock
CRD#: 4968723
6200 Rockside Road, Cleveland, OH 44131
96
Wealthminder
score

Susan Finefrock (CRD# 4968723) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 10 years of experience in the finance industry. Susan Finefrock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kevin F. Hansley
CRD#: 1669209
1266 E Main St., Suite 700r, Stamford, CT 06902
96
Wealthminder
score

Kevin Hansley (CRD# 1669209) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Stamford, CT and has over 29 years of experience in the finance industry. Kevin Hansley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Maureen E. Beno
CRD#: 4267240
6200 Rockside Road, Cleveland, OH 44131
93
Wealthminder
score

Maureen Beno (CRD# 4267240) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 11 years of experience in the finance industry.

6
Richard F. Detillio
CRD#: 3132926
6200 Rockside Road, Cleveland, OH 44131
93
Wealthminder
score

Richard Detillio (CRD# 3132926) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 6 years of experience in the finance industry.

7
James F. Henyey
CRD#: 2009933
6200 Rockside Road, Suite 100, Cleveland, OH 44131
93
Wealthminder
score

James Henyey (CRD# 2009933) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 24 years of experience in the finance industry.

8
Justin K. Pagnard
CRD#: 5252229
6200 Rockside Road, Cleveland, OH 44131
93
Wealthminder
score

Justin Pagnard (CRD# 5252229) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 7 years of experience in the finance industry.

9
George D. Smith
CRD#: 2427767
6200 Rockside Road, Suite 100, Cleveland, OH 44131
93
Wealthminder
score

George Smith (CRD# 2427767) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 22 years of experience in the finance industry.

10
William C. Witt
CRD#: 839775
6200 Rockside Road, #100, Cleveland, OH 44131
93
Wealthminder
score

William Witt (CRD# 839775) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 35 years of experience in the finance industry.

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