Advantage Financial Group Employee Directory

Financial ServicesIowa, United States11-50 Employees

Since 2001, Advantage Financial Group (AFG) has been giving Advisors an opportunity to earn equity in the company without a capital investment.  Our Advisors earn competitive industry payouts and build wealth for their future through an ownership stake, while also enjoying the satisfaction of growing within a community of like-minded Advisors.

Our Mission: To build a community of successful Advisors by providing them equity participation in a unique partnership structure and superior personal concierge services.

More than just a producers group, our Advisors retain 100% ownership in their business while gaining the benefit of shared equity in AFG Holdings. Along with Advantage Investment Management (AIM), a Registered Investment Advisor with over $500 Million in assets under management, AFG has offices in 12 States and offers a model designed to grant access to multiple profit centers that augment your business and stream of income.

AFG has the scale to offer concierge-level back office support and the depth to provide experienced professionals to enhance your business. It’s an opportunity to grow your business with our sales, marketing and compliance expertise while leaning on best practices from a community of top-producing Advisors.  It truly is a virtuous cycle between our Partners and our firm.

Securities offered through LPL Financial, Member SIPC www.sipc.com. Investment advice offered through Advantage Investment Management, a registered investment advisor. Advantage Financial Group and Advantage Investment Management are separate entities from LPL Fnancial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit www.officialAFG.com.

Find Advantage Financial Group employees' phone numbers or email addresses

Advantage Financial Group Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Advantage Financial Group's Leadership

  • Stylized image of a person
    D. R.
    President
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  • Stylized image of a person
    L. H.
    President And Chief Financial Officer And Ea
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  • Stylized image of a person
    S. H. B.
    Owner
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  • Stylized image of a person
    S. B.
    Owner
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  • Stylized image of a person
    M. D.
    Executive Vice President And Director
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  • Stylized image of a person
    J. L.
    Director
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  • Stylized image of a person
    P. F.
    Office Manager
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  • Stylized image of a person
    J. P.
    Operations Manager
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Contact profiles from Advantage Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. R.
    President
    Phone icon
    Sep 10, 2025
  • Stylized image of a person
    S. H. B.
    Owner
    Phone icon
    United StatesNebraska
    Nov 18, 2025
  • Stylized image of a person
    L. H.
    President And Chief Financial Officer And Ea
    Phone icon
    United StatesArkansas
    Oct 21, 2024
  • Stylized image of a person
    S. B.
    Owner
    Phone icon
    United StatesNebraska
    Aug 04, 2025
  • Stylized image of a person
    M. D.
    Executive Vice President And Director
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. L.
    Director
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. F.
    Office Manager
    Phone icon
    Nov 17, 2025
  • Stylized image of a person
    J. P.
    Operations Manager
    Phone icon
    United StatesConnecticut
    Nov 19, 2025
  • Stylized image of a person
    J. P.
    Operations Manager
    Phone icon
    United StatesConnecticut
    Oct 22, 2024
  • Stylized image of a person
    M. C.
    Advisory Services Specialist
    Phone icon
    United StatesIowa
    Sep 08, 2025

Frequently Asked Questions

What is Advantage Financial Group known for?

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Advantage Financial Group was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 230 Second Street Southeast, Suite 200; you can contact the main corporate office by phone at . Explore Advantage Financial Group's company overview page for more information.

What is Advantage Financial Group's most common email format?

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Advantage Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advantage Financial Group email formats with LeadIQ.

How many employees does Advantage Financial Group have currently?

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Advantage Financial Group has approximately 17 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Advantage Financial Group's key employees and leadership?

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As of December 2025, Advantage Financial Group's key employees include:

  • President: D. R.
  • President And Chief Financial Officer And Ea: L. H.
  • Owner: S. H. B.
  • Owner: S. B.
  • Executive Vice President And Director: M. D.

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