Best Investors
Account
Sign in
Best Investors
Account
Sign in
Vantage Point Financial, LLC CRD 305016
$485M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-20 |
| MO | RA | APPROVED | 2022-03-31 |
Branch Locations
14755 N. Outer Forty, Suite 100, Chesterfield, MO 63017 • United States
2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Point Financial Llc | Lisle | IL | 03/2022 | Present |
| Commerce Bank | Clayton | MO | 04/2015 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-17 |
Reach out to this advisor