LeadIQ logo
Learn more at LeadIQ.com
VantagePointe Financial Group logo

VantagePointe Financial Group Employee Directory

Financial ServicesMichigan, United States51-200 Employees

VantagePointe Financial Group operates in the financial services sector, offering thorough financial analysis to help individuals, couples, families, and businesses articulate their goals and create a practical blueprint for financial discipline and eventual success. The firm maintains a dedicated Unique Capabilities Team that employs structured processes to develop comprehensive financial strategies, design client cases, and support the range of products and services it provides. Its stated aim is to cultivate life-long relationships and serve as a resource for clients as their circumstances change over time. Securities and investment advisory services are provided through Osaic Wealth, Inc., a FINRA/SIPC-member entity that is separately owned from VantagePointe. Based in Grand Rapids, Michigan, the company serves a mid-sized client base with offerings across wealth management, charitable planning, financial planning, estate planning strategies, business and succession planning, insurance and risk management, employee benefits, and retirement planning.

Find VantagePointe Financial Group employees' phone numbers or email addresses

VantagePointe Financial Group Global Highlights

Location
Employees

North America
119

Minus sign iconPlus sign icon
  • United States Of America
    119

VantagePointe Financial Group's Leadership

  • Partner at VantagePointe Financial Group
    B. O.
    Partner
    Mobile Phone
  • Manager at VantagePointe Financial Group
    A. M.
    Manager
    Mobile Phone
  • Manager at VantagePointe Financial Group
    K. L.
    Manager
    Mobile Phone
  • Principal at VantagePointe Financial Group
    K. C.
    Principal
    Mobile Phone
  • Investment Advisor Representative at VantagePointe Financial Group
    D. W.
    Investment Advisor Representative
    Mobile Phone
  • Registered Representative at VantagePointe Financial Group
    E. L.
    Registered Representative
    Mobile Phone
  • Financial Representative at VantagePointe Financial Group
    J. K.
    Financial Representative
    Mobile Phone
  • Financial Representative at VantagePointe Financial Group
    C. K.
    Financial Representative
    Mobile Phone

VantagePointe Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Human Resources
  • Legal
  • Recruiting
  • Other

Contact profiles from VantagePointe Financial Group

Name
Title
Contact
Location
Last Update
  • Pa at VantagePointe Financial Group
    J. H.
    Pa
    Mobile Phone
    Apr 25, 2025
  • Administrative Assistant at VantagePointe Financial Group
    K. M.
    Administrative Assistant
    Mobile Phone
    Oct 16, 2024
  • Headmaster at VantagePointe Financial Group
    K. A.
    Headmaster
    Mobile Phone
    Oct 21, 2024
  • Registered Representative at VantagePointe Financial Group
    M. H.
    Registered Representative
    Mobile Phone
    Oct 23, 2024
  • Registered Representative at VantagePointe Financial Group
    N. C.
    Registered Representative
    Mobile Phone
    Oct 16, 2024
  • Registered Investment Advisor Representative at VantagePointe Financial Group
    R. H.
    Registered Investment Advisor Representative
    Mobile Phone
    Oct 27, 2025
  • Financial Advisor at VantagePointe Financial Group
    S. D.
    Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Administrative Assistant at VantagePointe Financial Group
    T. S.
    Administrative Assistant
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is VantagePointe Financial Group known for?

Minus sign iconPlus sign iconVantagePointe Financial Group was founded in 1992 and operates in the Financial Services industry. Explore VantagePointe Financial Group's company overview page for more information.

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

Minus sign iconPlus sign iconVantagePointe Financial Group employees' email format typically follows the pattern of FLast@vantagepointefinancial.com. Trying to find reliable and up-to-date employee contact data? Find more VantagePointe Financial Group email formats with LeadIQ.

How many employees does VantagePointe Financial Group have currently?

Minus sign iconPlus sign iconVantagePointe Financial Group has approximately 90 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 2026, VantagePointe Financial Group's key employees include:

  • Partner: B. O.
  • Manager: A. M.
  • Manager: K. L.
  • Principal: K. C.
  • Investment Advisor Representative: D. W.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.