Timothy Martin Kuntz

Current Employers

Employment History

• 11/2015 → 12/2018
  Spc
  Lisle, IL
• 10/2017 → 12/2019
  Sigma Financial Corporation
  Ann Arbor, MI
• 12/2019 → Present
  Vantage Point Financial Llc
  Lisle, IL

Previous Registrations

• 2015-11-10 → 2020-01-20
  Spc
  Lisle, IL
  Ann Arbor, MI
• 2015-04-13 → 2015-12-31
  Welgat Wealth Management
  Naperville, IL

Other Businesses

1. Sale of non-variable insurance products (including fixed index annuities, indexed annuities, term life, whole life and indexed universal life insurance) through Vantage Point Insurance, LLC. Start date: 8/1/18, approx. 20% during mkt hrs. 2. VANTAGE POINT MANAGEMENT LLC; INVESTMENT RELATED; 2443 WARRENVILLE RD, SUITE 630, LISLE, IL 60532; NATURE OF BUSINESS: MANAGEMENT OF VANTAGE POINT FINANCIAL & VANTAGE POINT INSURANCE; MANAGER; START DATE: 03/19/24; 0 HOURS DURING SECURITIES TRADING HOURS; DUTIES: RESPONSIBLE FOR RUNNING EACH ORGANIZATION, INCLUDING OVERSIGHT OF OPERATIONS, COMPLIANCE, PERSONNEL, FINANCIAL OVERSIGHT, AND STRATEGIC PLANNING, AS APPROPRIATE TO THE SCOPE OF EACH ENTITY. 3. VANTAGE POINT ENTERPRISES LLC; INVESTMENT RELATED; 2443 WARRENVILLE RD, SUITE 630, LISLE, IL 60532; NATURE OF BUSINESS: HOLDING COMPANY FOR VANTAGE POINT MANAGEMENT, VANTAGE POINT FINANCIAL & VANTAGE POINT INSURANCE; MANAGER; START DATE: 03/19/24; 0 HOURS DURING SECURITIES TRADING HOURS; DUTIES: RESPONSIBLE FOR RUNNING EACH ORGANIZATION, INCLUDING OVERSIGHT OF OPERATIONS, COMPLIANCE, PERSONNEL, FINANCIAL OVERSIGHT, AND STRATEGIC PLANNING, AS APPROPRIATE TO THE SCOPE OF EACH ENTITY. 4. ELEVATE YOUR RETIREMENT (BOOK); INVESTMENT RELATED; CO AUTHOR; PUBLISHED 01/2025; 0 HOURS DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-10-16
• S65 Uniform Investment Adviser Law Examination
  2015-04-13

Designations

Other Names

• Tim Kuntz