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Sophia Rose Tronolone

Vantage Point Financial, LLC

Lisle, IL

Lisle, IL

CRD 8004312

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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
IL RA APPROVED 2025-01-13
  • IL RA
    APPROVED
    Since 2025-01-13

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
Vantage Point Finanical Llc Lisle IL 10/2024 Present
The Catlow Theater / Showtime Eatery Barrington IL 06/2017 01/2020
Jamba Crystal Lake IL 01/2020 08/2021
Zazu Salon & Day Spa Naperville IL 09/2021 05/2022
4Wealth Advisors, Inc Burr Ridge IL 05/2022 09/2024
Unemployed Cary IL 04/2014 05/2017
  • 10/2024 → Present
    Vantage Point Finanical Llc
    Lisle, IL
  • 06/2017 → 01/2020
    The Catlow Theater / Showtime Eatery
    Barrington, IL
  • 01/2020 → 08/2021
    Jamba
    Crystal Lake, IL
  • 09/2021 → 05/2022
    Zazu Salon & Day Spa
    Naperville, IL
  • 05/2022 → 09/2024
    4Wealth Advisors, Inc
    Burr Ridge, IL
  • 04/2014 → 05/2017
    Unemployed
    Cary, IL
Other Businesses

1- NORTH CENTRAL COLLEGE- INVESTMENT RELATED BUT FOR EDUCATIONAL PURPOSES ONLY- 30 N BRAINARD ST. NAPERVILLE, IL 60540- ADJUNCT PROFESSOR- START DATE OCT 19, 2026-LESS THAN 5%- TEACH PERSONAL FINANCE COURSE COVERING BUDGETING, CREDIT BORROWING, TAXES, INVESTING AND RETIREMENT PLANNING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-13
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13

View on SEC IAPD

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