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Jeffrey A. Braun

Vantage Point Financial, LLC

Lisle, IL

Farmington Hills, MI

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Current Employers
Vantage Point Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-08
  • MI RA
    APPROVED
    Since 2025-12-08

Branch Locations

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

31731 Northwestern Highway 105, Farmington Hills, MI 48334 • 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 Llc Lisle IL 05/2022 Present
Progressive Insurance Company Walnut Creek CA 05/2005 03/2022
Other Businesses

Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-18
  • S65 Uniform Investment Adviser Law Examination
    2022-05-18

View on SEC IAPD

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