Vantage Investment Advisors, LLC

Vantage Investment Advisors, LLC (CRD# 174099) is a financial advisory firm headquartered in Leawood, KS. They manage $1,146,355,552 in 7,464 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,146
    MILLION
  • Total Number of Accounts
    7,464
    ACCOUNTS
  • Average Account Value
    $153,585
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, KS, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Vantage Investment Advisors, LLC
Showing 1 - 8 of 8 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 6 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 15 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.

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Disclosure
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.