Vantage Point Financial, LLC

Vantage Point Financial, LLC (CRD# 305016) is a financial advisory firm headquartered in Lisle, IL. They manage $237,923,346 in 1,233 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
3030 Warrenville Road, Suite 419, Lisle, IL 60532
https://www.linkedin.com/company/vpfinancial/
By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    1,233
    ACCOUNTS
  • Average Account Value
    $192,963
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IA, IL, MI, MO, NC, TX

Financial Advisors at Vantage Point Financial, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Ronald Braun, financial advisor Lisle IL
Ronald C. Braun
CRD#: 1408917
3030 Warrenville Road, Suite 419, Lisle, IL 60532

Ronald Braun (CRD# 1408917) is an Investment Advisor Representative working at Vantage Point Financial, LLC in Lisle, IL and has over 38 years of experience in the finance industry.

2
Timothy Kuntz, financial advisor Lisle IL
Timothy M. Kuntz
CRD#: 6249476
3030 Warrenville Road, Suite 419, Lisle, IL 60532

Timothy Kuntz (CRD# 6249476) is an Investment Advisor Representative working at Vantage Point Financial, LLC in Lisle, IL and has over 9 years of experience in the finance industry.

3
Jeremy Reiland, financial advisor Lisle IL
Jeremy R. Reiland
CRD#: 4895169
3030 Warrenville Road, Suite 419, Lisle, IL 60532

Jeremy Reiland (CRD# 4895169) is an Investment Advisor Representative working at Vantage Point Financial, LLC in Lisle, IL and has over 19 years of experience in the finance industry.

4
Nicholas Reiland, financial advisor Lisle IL
Nicholas J. Reiland
CRD#: 4340772
3030 Warrenville Road, Suite 419, Lisle, IL 60532

Nicholas Reiland (CRD# 4340772) is an Investment Advisor Representative working at Vantage Point Financial, LLC in Lisle, IL and has over 23 years of experience in the finance industry.

5
Jeffrey Braun, financial advisor Lisle IL
Jeffrey A. Braun
CRD#: 7576575
3030 Warrenville Road, Suite 419, Lisle, IL 60532

Jeffrey Braun (CRD# 7576575) is an Investment Advisor Representative working at Vantage Point Financial, LLC in Lisle, IL and has 1 year of experience in the finance industry.

6
Garrett Jensen, financial advisor Chesterfield MO
Garrett R. Jensen
CRD#: 7530667
14755 N. Outer Forty,, Suite 100, Chesterfield, MO 63017

Garrett Jensen (CRD# 7530667) is an Investment Advisor Representative working at Vantage Point Financial, LLC in Chesterfield, MO and has over 2 years of experience in the finance industry.

7
Donald Robinson, financial advisor Lisle IL
Donald D. Robinson
CRD#: 6459176
3030 Warrenville Road, Suite 419, Lisle, IL 60532

Donald Robinson (CRD# 6459176) is an Investment Advisor Representative working at Vantage Point Financial, LLC in Lisle, IL and has over 7 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.

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