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Paul Joseph Delmotte

Vantage Point Financial, LLC

Farmington Hills, MI

Lisle, IL

CRD 7980807

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Employer firm

Vantage Point Financial, LLC CRD 305016

$485M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Vantage Point Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-18
  • MI RA
    APPROVED
    Since 2024-09-18

Branch Locations

31731 Northwestern Highway Suite 105, Farmington Hills, MI 48334 • 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
Vantage Point Financial Lisle IL 10/2024 Present
Inlay Digital Walled Lake MI 04/2019 06/2024
Urge Juice Berkley MI 08/2013 08/2022
Unemployed Walled Lake MI 07/2024 09/2024
  • 10/2024 → Present
    Vantage Point Financial
    Lisle, IL
  • 04/2019 → 06/2024
    Inlay Digital
    Walled Lake, MI
  • 08/2013 → 08/2022
    Urge Juice
    Berkley, MI
  • 07/2024 → 09/2024
    Unemployed
    Walled Lake, MI
Other Businesses

1) Steady Wing, LLC dba Modern Eagle Golf; 4088 Haggerty Road, Commerce Township, MI 48390; Modern Eagle is a 24/7 members only private golf simulator club; Operations Manager; Owner of the single member LLC; Not investment related; Started 12/2024; 20 hours/month; Duties include operations, marketing and growing the membership base 2) Independent Insurance agent; Investment Related; Sole Proprietor; Start Date 9/2024; 520 Leon Rd, Walled Lake, MI 48390; Insurance Agency/Agent; 5 hours per month; 5 hours during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-17
  • S65 Uniform Investment Adviser Law Examination
    2024-09-17

View on SEC IAPD

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