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Managing Member and Chief Compliance Officer · Vantage Wealth Planning

Kyle R McCann

CRD 5276018 · Named on Form ADV at one SEC-registered adviser

At a glance

Vantage Wealth Planning, an SEC-registered wealth manager based in Reno, NV with $265 million in regulatory assets, lists Kyle R McCann on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Vantage Wealth PlanningManaging Member and Chief Compliance OfficerWealth manager · Reno, NV · $265M in regulatory assets

AtlasMembers

Kyle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.