Vantage Point Financial, LLC

Overview

Vantage Point Financial, LLC is an SEC registered investment adviser based in Lisle, IL, registered since 2019. It reports $485M in assets under management across 1,683 accounts, with 17 employees. It has 16 investment adviser representatives.

Reported AUM

$485M

Discretionary

90%

Accounts

1,683

Average account

$288K

Employees

17

Advisory reps

16

Registered since

2019

Jurisdictions

9

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Nicholas Joseph Reiland Managing Partner, Chief Compliance Officer
• Timothy Martin Kuntz Managing Partner

Advisory reps 3 of 16

• Jeffrey A Braun Investment Adviser Rep CRD 7576575
• Ronald C Braun Insurance Agent · Investment Adviser Rep CRD 1408917
• Shea Brown Investment Adviser Rep CRD 8073525

13 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2443 Warrenville Rd Ste 630
Lisle, IL 60532

County

DuPage

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: vantagepoint-financial.com

Every state, with registration dates

Similar firms near Lisle

• Amplify Investments LLCLisle, IL$17.7B AUM
• Oberweis Asset Management IncLisle, IL$5.1B AUM
• Advyzon Investment Management, LLCLisle, IL$1.7B AUM
• Sebold Capital Management, IncLisle, IL$364M AUM
• Chicago Capital Management Advisors, LLCLisle, IL$135M AUM