Financial ADVSR advisor directory · SEC adviser records

Vantage Point Financial, LLC financial advisors in Lisle, IL

Every SEC-registered investment adviser representative at a Vantage Point Financial, LLC office in Lisle, A to Z.

12 registered advisors work at Vantage Point Financial, LLC in Lisle, out of 16 at the firm nationwide; it ranks number 5 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Vantage Point Financial, LLC advisors in Lisle, A to Z

Every Vantage Point Financial, LLC advisor →

Jeffrey A. BraunInvestment adviser rep
Ronald C. BraunCertified Financial Planner
Shea BrownInvestment adviser rep
Andrew D. KristoficInvestment adviser rep
Cheryl A. KruegerCertified Financial Planner
Timothy M. KuntzCertified Financial Planner
Patrick J. MayCertified Financial Planner
Lucas R. MrozInvestment adviser rep
Jeremy R. ReilandInvestment adviser rep
Nicholas J. ReilandCertified Financial Planner, Chartered Financial Consultant
Donald D. RobinsonInvestment adviser rep
Sophia R. TronoloneInvestment adviser rep

Vantage Point Financial, LLC advisors in every city and state →Vantage Point Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Vantage Point Financial, LLC advisors in other cities

Chesterfield, MO 2 Aurora, IL 1 Farmington Hills, MI 1

Other firms in Lisle

All Lisle advisors →

Morgan Stanley 37 Merrill Lynch, Pierce, Fenner & Smith Incorporated 32 MML Investors Services, LLC 25 LPL Financial LLC 24 Ameriprise Financial Services, LLC 9 Amplify Etfs 8 Advisors Asset Management, Inc. 7 Oberweis Asset Management Inc. 7 Asset Strategies, Inc. 5 Chicago Capital Management Advisors, LLC 4 Edward Jones 4 Mission Wealth Management, LP 3

Questions

How many financial advisors does Vantage Point Financial, LLC have in Lisle?

12 investment adviser representatives are registered at Vantage Point Financial, LLC offices in Lisle, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Vantage Point Financial, LLC one of the largest advisor employers in Lisle?

Vantage Point Financial, LLC ranks number 5 in Lisle by registered advisors; Morgan Stanley has the most, with 37.

How do I check a Vantage Point Financial, LLC advisor in Lisle?

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 Point Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.