Vantage Financial Partners Limited

Vantage Financial Partners Limited (CRD# 123351) is a financial advisory firm headquartered in Arlington Heights, IL. They manage $357,062,036 in 797 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    797
    ACCOUNTS
  • Average Account Value
    $448,008
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
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, FL, IL, IN, TX, WI

Financial Advisors at Vantage Financial Partners Limited
Showing 1 - 9 of 9 top financial advisors.
1
Daniel O. Kaibel
CRD#: 3170101
9 North Vail Avenue, Arlington Heights, IL 60005
96
Wealthminder
score

Daniel Kaibel (CRD# 3170101) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 19 years of experience in the finance industry. Daniel Kaibel 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.

2
Thomas P. Vislisel
CRD#: 2168206
9 North Vail Avenue, Arlington Heights, IL 60005
96
Wealthminder
score

Thomas Vislisel (CRD# 2168206) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 26 years of experience in the finance industry. Thomas Vislisel 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
Kimberly R. Taylor
CRD#: 5131755
Nine North Vail Avenue, Arlington Heights, IL 60005
93
Wealthminder
score

Kimberly Taylor (CRD# 5131755) 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.

4
Johnathan M. Kulikowski
CRD#: 6008131
Nine North Vail Avenue, Arlington Heights, IL 60005
90
Wealthminder
score

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. Johnathan Kulikowski 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
Scott M. Rosenquist
CRD#: 6452672
9 North Vail Avenue, 2nd Floor, Arlington Heights, IL 60005
90
Wealthminder
score

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.

6
David Krist
CRD#: 6231870
Nine North Vail Avenue, Arlington Heights, IL 60005
89
Wealthminder
score

David Krist (CRD# 6231870) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 4 years of experience in the finance industry.

7
Daniel E. Zalipski
CRD#: 5503645
Nine North Vail Avenue, Arlington Heights, IL 60005
89
Wealthminder
score

Daniel Zalipski (CRD# 5503645) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 3 years of experience in the finance industry.

8
Sam Bakou
CRD#: 3087361
Nine North Vail Avenue, Arlington Heights, IL 60005
84
Wealthminder
score

Sam Bakou (CRD# 3087361) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 19 years of experience in the finance industry. Sam Bakou 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.

9
Michael R. Rohrwasser
CRD#: 1131231
Nine North Vail Avenue, Arlington Heights, IL 60005
66
Wealthminder
score

Michael Rohrwasser (CRD# 1131231) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 29 years of experience in the finance industry. Michael Rohrwasser 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.