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Current Employers
Vantage Point Financial, Llc

2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-23
  • IL RA
    APPROVED
    Since 2026-03-23

Branch Locations

2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States

2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Growing Fortunes Financial Partners Schaumburg IL 06/2007 12/2022
Cgn Advisors, Llc Inverness IL 11/2022 Present
Growing Fortunes Financial Partners Schaumburg IL 01/2023 Present
Vantage Point Financial, Llc Lisle IL 03/2026 Present
  • 06/2007 → 12/2022
    Growing Fortunes Financial Partners
    Schaumburg, IL
  • 11/2022 → Present
    Inverness, IL
  • 01/2023 → Present
    Growing Fortunes Financial Partners
    Schaumburg, IL
  • 03/2026 → Present
    Lisle, IL
Previous Registrations
  • 2022-12-06 → 2026-05-29
    Schaumburg, IL
    Phoenix, AZ
    Inverness, IL
  • 2007-06-28 → 2022-12-31
    Growing Fortunes Financial Partners Llc
    Inverness, IL
Other Businesses

Managing Member; Growing Fortunes Financial Partners LLC; Investment Related: No; Location: 1901 N. Roselle Rd. Ste. 800, Schaumburg, IL 60195 USA, Facilitates management of professional business operations, including the administration of vendor contracts, legacy business interests, and associated operating expenses; 2007-06-07; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-16
  • S65 Uniform Investment Adviser Law Examination
    2007-05-16
Designations

View on SEC IAPD

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