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Vantage Financial joins NorthRock Partners Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Vantage Financial is a small financial services firm located in Elm Grove, Wisconsin. It recently joined NorthRock Partners, signaling a formal alignment with NorthRock's broader platform for client service and advisory work. NorthRock operates as a multi-disciplinary wealth advisory organization that combines targeted financial guidance with holistic support and coaching to help clients pursue their goals. Its client base includes executives, business owners, and high-net-worth individuals who receive customized, integrated advice. The firm has been expanding its geographic presence through new offices and strategic acquisitions, extending its reach to major markets such as San Francisco and Chicago. This move places Vantage within NorthRock's broader ecosystem of services.

Find Vantage Financial joins NorthRock Partners employees' phone numbers or email addresses

Vantage Financial joins NorthRock Partners Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

Vantage Financial joins NorthRock Partners's Leadership

  • Stylized image of a person
    J. N.
    Managing Partner, Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. J.
    Ohio Regional Partner And Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. K.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Business Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. E.
    Tax Accountant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. A.
    Customer Service Specialist
    Phone icon
    Mobile Phone

Vantage Financial joins NorthRock Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Finance
  • Human Resources
  • Support
  • Other
  • Administrative
  • Analytics

Contact profiles from Vantage Financial joins NorthRock Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. N.
    Managing Partner, Senior Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesWisconsin
    May 28, 2026
  • Stylized image of a person
    C. J.
    Ohio Regional Partner And Senior Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 15, 2026
  • Stylized image of a person
    S. K.
    Director Of Client Services
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Apr 13, 2026
  • Stylized image of a person
    J. W.
    Director Of Client Services
    Phone icon
    Mobile Phone
    United StatesArkansas
    Apr 15, 2026
  • Stylized image of a person
    K. B.
    Business Manager
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Apr 17, 2026
  • Stylized image of a person
    B. E.
    Tax Accountant
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Dec 04, 2025
  • Stylized image of a person
    C. A.
    Customer Service Specialist
    Phone icon
    Mobile Phone
    United States
    Dec 04, 2025

Frequently Asked Questions

What is Vantage Financial joins NorthRock Partners known for?

Minus sign iconPlus sign iconVantage Financial joins NorthRock Partners was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 13230 Watertown Plank Road Suite a Elm Grove, Wisconsin 53122 United States. Explore Vantage Financial joins NorthRock Partners's company overview page for more information.

What is Vantage Financial joins NorthRock Partners's most common email format?

Minus sign iconPlus sign iconVantage Financial joins NorthRock Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vantage Financial joins NorthRock Partners email formats with LeadIQ.

How many employees does Vantage Financial joins NorthRock Partners have currently?

Minus sign iconPlus sign iconVantage Financial joins NorthRock Partners has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Vantage Financial joins NorthRock Partners's key employees and leadership?

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As of June 2026, Vantage Financial joins NorthRock Partners's key employees include:

  • Managing Partner, Senior Wealth Advisor: J. N.
  • Ohio Regional Partner And Senior Wealth Advisor: C. J.
  • Director Of Client Services: S. K.
  • Director Of Client Services: J. W.
  • Business Manager: K. B.

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