Vantage Wealth Management LLC

Vantage Wealth Management LLC (CRD# 324413) is a financial advisory firm headquartered in Corvallis, OR. They manage $15,000,070 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
545 2nd Street, Suite D, Corvallis, OR 97333
https://www.facebook.com/people/vantage-wealth-management/100089665665297/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $131,580
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Vantage Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian Donne, financial advisor Corvallis OR
Brian C. Donne
CRD#: 5067947
545 2nd Street, Suite D, Corvallis, OR 97333

Brian Donne (CRD# 5067947) is an Investment Advisor Representative working at Vantage Wealth Management LLC in Corvallis, OR and has over 18 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