Vantage Financial Partners Limited

Vantage Financial Partners Limited (CRD# 123351) is a financial advisory firm headquartered in Arlington Heights, IL. They manage $572,432,624 in 1,018 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
Nine North Vail Avenue, Suite 201, Arlington Heights, IL 60005
https://www.linkedin.com/company/vantage-financial-partners-ltd/
By the Numbers
  • Total Assets Under Management
    572
    MILLION
  • Total Number of Accounts
    1,018
    ACCOUNTS
  • Average Account Value
    $562,311
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, NH, TN, TX, WI

Financial Advisors at Vantage Financial Partners Limited
Showing 1 - 9 of 9 top financial advisors.
1
Joseph Fortunato, financial advisor Arlington Heights IL
Joseph E. Fortunato
CRD#: 3079306
9 North Vail Avenue, Arlington Heights, IL 60005

Joseph Fortunato (CRD# 3079306) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 13 years of experience in the finance industry.

2
Johnathan Kulikowski, financial advisor Arlington Heights IL
Johnathan M. Kulikowski
CRD#: 6008131
Nine North Vail Avenue, Suite 201, Arlington Heights, IL 60005

Johnathan Kulikowski (CRD# 6008131) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has 1 year of experience in the finance industry.

3
Michael Rohrwasser, financial advisor Arlington Heights IL
Michael R. Rohrwasser
CRD#: 1131231
Nine North Vail Avenue, Arlington Heights, IL 60005

Michael Rohrwasser (CRD# 1131231) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 36 years of experience in the finance industry.

4
Scott Rosenquist, financial advisor Arlington Heights IL
Scott M. Rosenquist
CRD#: 6452672
9 North Vail Avenue, 2nd Floor, Arlington Heights, IL 60005

Scott Rosenquist (CRD# 6452672) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has 1 year of experience in the finance industry.

5
Kimberly Taylor, financial advisor Arlington Heights IL
Kimberly R. Taylor
CRD#: 5131755
Nine North Vail Avenue, Suite 201, Arlington Heights, IL 60005

Kimberly Taylor (CRD# 5131755) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 16 years of experience in the finance industry.

6
Thomas Vislisel, financial advisor Arlington Heights IL
Thomas P. Vislisel
CRD#: 2168206
9 North Vail Avenue, Arlington Heights, IL 60005

Thomas Vislisel (CRD# 2168206) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 32 years of experience in the finance industry.

7
Daniel Zalipski, financial advisor Arlington Heights IL
Daniel E. Zalipski
CRD#: 5503645
Nine North Vail Avenue, Suite 201, Arlington Heights, IL 60005

Daniel Zalipski (CRD# 5503645) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 10 years of experience in the finance industry.

8
Jon Flaherty, financial advisor Arlington Heights IL
Jon W. Flaherty
CRD#: 6728459
Nine North Vail Avenue, Suite 201, Arlington Heights, IL 60005

Jon Flaherty (CRD# 6728459) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has 1 year of experience in the finance industry.

9
Kyle Rohrwasser, financial advisor Arlington Heights IL
Kyle Rohrwasser
CRD#: 5671064
Nine North Vail Street, Arlington Heights, IL 60005

Kyle Rohrwasser (CRD# 5671064) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals