Financial ADVSR advisor directory · SEC adviser records
Vantage Wealth Planning financial advisors in Nevada
Every SEC-registered investment adviser representative at a Vantage Wealth Planning office in Nevada, by city and A to Z.
3 registered advisors work at Vantage Wealth Planning in Nevada, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Reno (3). 2 list the CFP designation and 0 are also registered broker representatives.
Vantage Wealth Planning advisors by city in Nevada
Every firm in Nevada →Vantage Wealth Planning advisors in Nevada, A to Z
Search by name →- Benson P. MathewsReno · Certified Financial Planner
- Kyle R. McCannReno · Certified Financial Planner
- Amy L. NelsonReno
Vantage Wealth Planning advisors in every state →Vantage Wealth Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Vantage Wealth Planning financial advisors are in Nevada?
3 investment adviser representatives are registered at Vantage Wealth Planning offices in Nevada, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Nevada does Vantage Wealth Planning have the most advisors?
Reno, with 3. Vantage Wealth Planning has advisors in 1 city in Nevada.
How do I check a Vantage Wealth Planning advisor in Nevada?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Vantage Wealth Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.