Vintage Financial Services LLC

Vintage Financial Services LLC (CRD# 105271) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $379,962,000 in 396 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    396
    ACCOUNTS
  • Average Account Value
    $959,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

FL, MI, TX

Financial Advisors at Vintage Financial Services LLC
Showing 1 - 5 of 5 top financial advisors.
1
Franklin S. Moore
CRD#: 1187639
101 North Main St. Suite 800, Ann Arbor, MI 48104
101
Wealthminder
score

Franklin Moore, MS, CFP (CRD# 1187639) is an Investment Advisor Representative working at Vintage Financial Services LLC in Ann Arbor, MI and has over 32 years of experience in the finance industry. Frank Moore 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 putclients' interests first and comply with the Financial Planning Practice Standards. 

 

Frank is also a NAPFA Registered Financial Advisor and currently serves as Chair of the NAPFA (National Association of Personal Financial Advisors) national board.

2
James T. Burns
CRD#: 6288116
101 North Main St. Suite 800, Ann Arbor, MI 48104
90
Wealthminder
score

James Burns (CRD# 6288116) is an Investment Advisor Representative working at Vintage Financial Services LLC in Ann Arbor, MI and has 1 year of experience in the finance industry. James Burns 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
Jack W. McCloskey
CRD#: 6288026
101 North Main St. Suite 800, Ann Arbor, MI 48104
90
Wealthminder
score

Jack McCloskey (CRD# 6288026) is an Investment Advisor Representative working at Vintage Financial Services LLC in Ann Arbor, MI and has 1 year of experience in the finance industry. Jack McCloskey 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.

4
Todd A. Perry
CRD#: 5795799
101 North Main St. Suite 800, Ann Arbor, MI 48104
90
Wealthminder
score

Todd Perry (CRD# 5795799) is an Investment Advisor Representative working at Vintage Financial Services LLC in Ann Arbor, MI and has 1 year of experience in the finance industry. Todd Perry 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
Joseph A. Henderson
CRD#: 2315072
101 North Main St. Suite 800, Ann Arbor, MI 48104
86
Wealthminder
score

Joseph Henderson (CRD# 2315072) is an Investment Advisor Representative working at Vintage Financial Services LLC in Ann Arbor, MI and has over 24 years of experience in the finance industry. Joseph Henderson 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
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.