Vantage Investment Advisors, LLC

Vantage Investment Advisors, LLC (CRD# 174099) is a financial advisory firm headquartered in Overland Park, KS. They manage $1,183,225,285 in 7,304 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,183
    MILLION
  • Total Number of Accounts
    7,304
    ACCOUNTS
  • Average Account Value
    $161,997
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
  • Other
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, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Vantage Investment Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Robert R. Thomas
CRD#: 1966654
1276 North Atherton Street, State College, PA 16803
96
Wealthminder
score

Robert Thomas (CRD# 1966654) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in State College, PA and has over 23 years of experience in the finance industry. Robert Thomas 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
Timothy G. Brucker
CRD#: 5895866
1276 North Atherton Street, State College, PA 16803
93
Wealthminder
score

Timothy Brucker (CRD# 5895866) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in State College, PA and has over 7 years of experience in the finance industry.

3
Rebecca M. Haney
CRD#: 4960935
1375 Martin St., Suite 200, State College, PA 16803
93
Wealthminder
score

Rebecca Haney (CRD# 4960935) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in State College, PA and has over 7 years of experience in the finance industry.

4
Bret H. Hoag
CRD#: 4546601
1276 North Atherton Street, State College, PA 16803
93
Wealthminder
score

Bret Hoag (CRD# 4546601) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in State College, PA and has over 15 years of experience in the finance industry.

5
Thomas A. Kleban
CRD#: 4411547
1276 North Atherton Street, State College, PA 16803
93
Wealthminder
score

Thomas Kleban (CRD# 4411547) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in State College, PA and has over 16 years of experience in the finance industry.

6
Jill W. Sutt
CRD#: 3150113
1276 North Atherton Street, State College, PA 16803
93
Wealthminder
score

Jill Sutt (CRD# 3150113) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in State College, PA and has over 18 years of experience in the finance industry.

7
Stefanie L. Yeager
CRD#: 3153379
1276 North Atherton Street, State College, PA 16803
93
Wealthminder
score

Stefanie Yeager (CRD# 3153379) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in State College, PA and has over 17 years of experience in the finance industry.

8
Ronald B. Beyer
CRD#: 6320186
1276 North Atherton Street, State College, PA 16803
90
Wealthminder
score

Ronald Beyer (CRD# 6320186) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in State College, PA and has 1 year of experience in the finance industry.

9
Charles A. Welsh
CRD#: 1993669
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
89
Wealthminder
score

Charles Welsh (CRD# 1993669) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in Leawood, KS and has over 2 years of experience in the finance industry.

10
Martha A. Wiles
CRD#: 6453890
5700 W. 112th St., Suite 500, Overland Park, KS 66211
89
Wealthminder
score

Martha Wiles (CRD# 6453890) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in Overland Park, KS and has over 2 years of experience in the finance industry.

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