Anthony James Kratofil

Employer firm

Vital Wealth Management, LLC CRD 156455

$301M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• EDUCATIONAL RETIREMENT PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 12/2018
  Charles Schwab & Co., Inc.
  Orland Park, IL
• 04/2007 → Present
  Charles Schwab Bank
  Orland Park, IL
• 03/2017 → Present
  Moraine Valley Community College
  Palos Hills, IL
• 12/2018 → Present
  Vital Wealth Management, Llc
  Rosemont, IL

Previous Registrations

• 2018-12-14 → 2025-12-31
  Vital Wealth Management, Llc
  Rosemont, IL
• 2007-04-17 → 2018-12-12
  Charles Schwab & Co., Inc.
  Orland Park, IL
• 2007-04-02 → 2007-04-20
  Morgan Stanley & Co. Llc
  Canton, OH
• 2004-12-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  Canton, OH
  Canton, OH

Other Businesses

1. MORAINE VALLEY COMMUNITY COLLEGE| START DATE 03.22.2017| PALOS HILLS, IL| TEACH A CLASS ON WEDNESDAY NIGHTS FOR 3 HOURS FOUR TOTAL CLASSES MAKING $20/HOUR AS AN ADJUNCT PROFESSOR TEACHING A CLASS ON STOCK SELECTION. THE CLASS IS A BASIC INTRODUCTORY TO THE STOCK MARKET FOR APPROXIMATELY 20 HOURS PER MONTH NON DURING TRADING HOURS 2.Insurance licensed. Provide Life Insurance to clients since 05/19/2021

Exams

• S66 Uniform Combined State Law Examination
  2004-11-30

Designations

• Certified Financial Planner

Other Names

• Aj Kratofil