Vantage Financial Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Investment Management-Tax and Estate Strategies-Retirement Planning-Wealth Building

Committed to comprehensive and transparent fee-based financial planning for hard working families. 

Vantage is committed to protecting your time and best interest by helping you navigate real-life questions and execute solutions through an ongoing tailored advising relationship.

The material presented by Vantage Financial Partners, LLC is for informational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Actual economic or market events may turn out differently than as presented.  Advisory services are provided by Vantage, a registered investment advisor with the Securities and Exchange Commission.  Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Vantage expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.  

If you have any questions regarding our policies, please contact us at info@vfplanning.com.

Find Vantage Financial employees' phone numbers or email addresses

Vantage Financial Global Highlights

Location
Employees

North America
31

Minus sign iconPlus sign icon
  • United States Of America
    31

Vantage Financial's Leadership

  • Stylized image of a person
    A. M.
    Partner, Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    J. N.
    Managing Partner, Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    J. G.
    Partner, Director, Financial Planning And Investment Operations
    Phone icon
  • Stylized image of a person
    M. N.
    Partner, Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    S. K.
    Director Of Client Services
    Phone icon
  • Stylized image of a person
    J. W.
    Director Of Client Services
    Phone icon
  • Stylized image of a person
    K. B.
    Business Manager
    Phone icon
  • Stylized image of a person
    P. N.
    Senior Wealth Advisor
    Phone icon

Contact profiles from Vantage Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. W.
    Wealth Advisor
    Phone icon
    United StatesSouth Dakota
    Dec 04, 2025
  • Stylized image of a person
    T. B.
    Trader And Portfolio Analyst
    Phone icon
    United StatesWisconsin
    Dec 04, 2025
  • Stylized image of a person
    B. F.
    Client Service Specialist
    Phone icon
    United StatesSouth Dakota
    Dec 04, 2025
  • Stylized image of a person
    C. A.
    Customer Service Specialist
    Phone icon
    United States
    Dec 04, 2025
  • Stylized image of a person
    B. M.
    Client Service Specialist
    Phone icon
    United StatesSouth Dakota
    Aug 10, 2025
  • Stylized image of a person
    A. S.
    Wealth Advisor & Tax Manager
    Phone icon
    United StatesWisconsin
    Dec 04, 2025

Frequently Asked Questions

What is Vantage Financial known for?

Minus sign iconPlus sign icon
Vantage Financial was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 13230 Watertown Plank Road, Suite a. Explore Vantage Financial's company overview page for more information.

What is Vantage Financial's most common email format?

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

How many employees does Vantage Financial have currently?

Minus sign iconPlus sign icon
Vantage Financial has approximately 30 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Vantage Financial's key employees and leadership?

Minus sign iconPlus sign icon

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

  • Partner, Senior Wealth Advisor: A. M.
  • Managing Partner, Senior Wealth Advisor: J. N.
  • Partner, Director, Financial Planning And Investment Operations: J. G.
  • Partner, Senior Wealth Advisor: M. N.
  • Director Of Client Services: S. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.