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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-29 |
| NC | RA | APPROVED | 2024-09-24 |
| KS | RA | APPROVED | 2024-06-07 |
| GA | RA | APPROVED | 2024-03-06 |
| NE | RA | APPROVED | 2024-03-05 |
| OH | RA | APPROVED | 2024-03-05 |
| IL | RA | APPROVED | 2024-03-04 |
| MO | RA | APPROVED | 2024-03-04 |
| WI | RA | APPROVED | 2024-03-04 |
| FL | RA | APPROVED | 2023-07-13 |
| TX | RA | APPROVED | 2023-07-12 |
| IN | RA | APPROVED | 2018-11-02 |
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
13400 Bishop'S Lane Suite 150, Brookfield, WI 53005 • United States
Summerville, SC • United States
3333 Evergreen Drive N.E. Suite 200, Grand Rapids, MI 49525 • United States
3900 Edison Lakes Pkwy Suite 120, Mishawaka, IN 46545 • United States
4400 College Boulevard Suite 195, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 07/1981 | 11/2018 |
| Osaic Wealth, Inc. | Mishawaka | IN | 11/2018 | Present |
1. VANTAGEPOINTE FINANCIAL GROUP POSITION: President/Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 320 SECURITIES TRADING HOURS: 320 START DATE: 01/01/2009 ADDRESS: 3333 Evergreen NE, Suite 200, Grand Rapids MI 49525, United States DESCRIPTION: President of VPFG over all advisors/admin i also personally produce and have a large clientele of which i sell/service all insurance and investment products i am licensed for. 2. VANTAGEPOINTE RISK MANAGEMENT POSITION: agent/owenr NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2010 ADDRESS: 3333 Evergreen NE, suite 200, Grand Rapids MI 49525, United States DESCRIPTION: I am part owner of VPRM which is a property and casualty firm. 3. P&S MANAGEMENT POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 3333 Evergreen NE, Suite 200, Grand Rapids MI 49525, United States DESCRIPTION: owner. this is a non profit non retail company formed for the sole purpose of signing office leases for our advisors. 4. HOME REPAIR/SALE POSITION: Investor/Laborer NATURE: Home repair/sale INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 7895 Ella Terrace, Rockford MI 49341, United States DESCRIPTION: We will be remodeling a home and selling it for profit. This will be done with another family who are NOT clients of RAA/VPFG, they are merely family friends we have known for a long time who are interested in this investment and wanted Sharon and I to be involved.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-17 |
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