Vantage Financial Revenue
Financial Services • 
Elm Grove, Wisconsin, United States • 21-50 Employees
Vantage Financial revenue & valuation
| Annual revenue | $2,566,650 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,300,000 |
| Total funding | No funding |
Key Contacts at Vantage Financial
Jeremy Gardner
Partner, Director, Financial Planning And Investment Operations
Shelly Kuroski
Director Of Client Services
Joshua Woodbury
Director Of Client Services
Company overview
| Headquarters | 13230 Watertown Plank Rd, Suite A, Elm Grove, Wisconsin 53122, US |
| Phone number | +12624398587 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Estate Planning, Retirement Income Strategies, Planning For Retirement, Personal Wealth Accumulation |
| Founded | 2018 |
| Employees | 21-50 |
| Socials |
Vantage Financial Email Formats
Vantage Financial uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@vfplanning.com), used 53.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@vfplanning.com | 53.8% |
{first initial}{last name} | jdoe@vfplanning.com | 42.3% |
{last name}{last name} | doedoe@vfplanning.com | 3.8% |
About Vantage Financial
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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Vantage Financial has 18 employees across 3 departments.
Departments
Number of employees
Funding Data
Vantage Financial has never raised funding before.
Vantage Financial Tech Stack
Discover the technologies and tools that power Vantage Financial's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Analytics
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Miscellaneous
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