Advantage Financial Group logo

Advantage Financial Group Employee Directory

Financial ServicesIowa, United States11-50 Employees

Advantage Financial Group operates in the financial services sector by supporting independent financial advisors. It offers an equity-participation model that enables advisors to own a stake in AFG Holdings without upfront capital, while retaining full ownership of their own practices. The arrangement is backed by back-office and professional services that help advisors grow, including sales, marketing, and compliance resources, within a community of peers.

AFG collaborates with Advantage Investment Management, a registered investment adviser, linking advisors to multiple profit centers across a network with offices in 12 states. Securities are offered through LPL Financial, and AFG and AIM operate as separate entities from LPL. Based in Cedar Rapids, Iowa, the firm has been active since 2001 and maintains a small to mid-sized team.

Find Advantage Financial Group employees' phone numbers or email addresses

Advantage Financial Group Global Highlights

Location
Employees

North America
21

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  • United States Of America
    20
  • Canada
    1

Advantage Financial Group's Leadership

  • Stylized image of a person
    D. R.
    President
    Phone icon
  • Stylized image of a person
    M. D.
    Executive Vice President And Director
    Phone icon
  • Stylized image of a person
    J. L.
    Director
    Phone icon

Advantage Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Support
  • Other
  • Accounting

Contact profiles from Advantage Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. R.
    President
    Phone icon
    Jul 08, 2026
  • Stylized image of a person
    M. D.
    Executive Vice President And Director
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. L.
    Director
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Advantage Financial Group known for?

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Advantage Financial Group was founded in 2001 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Advantage Financial Group's company overview page for more information.

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

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

How many employees does Advantage Financial Group have currently?

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Advantage Financial Group has approximately 17 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Advantage Financial Group's key employees include:

  • President: D. R.
  • Executive Vice President And Director: M. D.
  • Director: J. L.

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