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Vantage Financial joins NorthRock Partners logo

Vantage Financial joins NorthRock Partners Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Vantage Financial is a small financial services firm located in Elm Grove, Wisconsin. It recently joined NorthRock Partners, signaling a formal alignment with NorthRock's broader platform for client service and advisory work. NorthRock operates as a multi-disciplinary wealth advisory organization that combines targeted financial guidance with holistic support and coaching to help clients pursue their goals. Its client base includes executives, business owners, and high-net-worth individuals who receive customized, integrated advice. The firm has been expanding its geographic presence through new offices and strategic acquisitions, extending its reach to major markets such as San Francisco and Chicago. This move places Vantage within NorthRock's broader ecosystem of services.

Find Vantage Financial joins NorthRock Partners employees' phone numbers or email addresses

Vantage Financial joins NorthRock Partners Global Highlights

Location
Employees

North America
21

Minus sign iconPlus sign icon
  • United States Of America
    21

Vantage Financial joins NorthRock Partners's Leadership

  • Managing Partner, Senior Wealth Advisor at Vantage Financial joins NorthRock Partners
    J. N.
    Managing Partner, Senior Wealth Advisor
    Mobile Phone
  • Ohio Regional Partner And Senior Wealth Advisor at Vantage Financial joins NorthRock Partners
    C. J.
    Ohio Regional Partner And Senior Wealth Advisor
    Mobile Phone
  • Director Of Client Services at Vantage Financial joins NorthRock Partners
    S. K.
    Director Of Client Services
    Mobile Phone
  • Director Of Client Services at Vantage Financial joins NorthRock Partners
    J. W.
    Director Of Client Services
    Mobile Phone
  • Business Manager at Vantage Financial joins NorthRock Partners
    K. B.
    Business Manager
    Mobile Phone
  • Tax Accountant at Vantage Financial joins NorthRock Partners
    B. E.
    Tax Accountant
    Mobile Phone
  • Customer Service Specialist at Vantage Financial joins NorthRock Partners
    C. A.
    Customer Service Specialist
    Mobile Phone

Vantage Financial joins NorthRock Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Finance
  • Human Resources
  • Support
  • Other

Contact profiles from Vantage Financial joins NorthRock Partners

Name
Title
Contact
Location
Last Update
  • Managing Partner, Senior Wealth Advisor at Vantage Financial joins NorthRock Partners
    J. N.
    Managing Partner, Senior Wealth Advisor
    Mobile Phone
    United States, Wisconsin
    May 28, 2026
  • Ohio Regional Partner And Senior Wealth Advisor at Vantage Financial joins NorthRock Partners
    C. J.
    Ohio Regional Partner And Senior Wealth Advisor
    Mobile Phone
    United States, Georgia
    Apr 15, 2026
  • Director Of Client Services at Vantage Financial joins NorthRock Partners
    S. K.
    Director Of Client Services
    Mobile Phone
    United States, Wisconsin
    Apr 13, 2026
  • Director Of Client Services at Vantage Financial joins NorthRock Partners
    J. W.
    Director Of Client Services
    Mobile Phone
    United States, Arkansas
    Apr 15, 2026
  • Business Manager at Vantage Financial joins NorthRock Partners
    K. B.
    Business Manager
    Mobile Phone
    United States, Wisconsin
    Apr 17, 2026
  • Tax Accountant at Vantage Financial joins NorthRock Partners
    B. E.
    Tax Accountant
    Mobile Phone
    United States, Wisconsin
    Dec 04, 2025
  • Customer Service Specialist at Vantage Financial joins NorthRock Partners
    C. A.
    Customer Service Specialist
    Mobile Phone
    United States
    Dec 04, 2025

Frequently Asked Questions

What is Vantage Financial joins NorthRock Partners known for?

Minus sign iconPlus sign iconVantage Financial joins NorthRock Partners was founded in 2018 and operates in the Financial Services industry. Explore Vantage Financial joins NorthRock Partners's company overview page for more information.

What is Vantage Financial joins NorthRock Partners's most common email format?

Minus sign iconPlus sign iconVantage Financial joins NorthRock Partners employees' email format typically follows the pattern of FLast@vfplanning.com. Trying to find reliable and up-to-date employee contact data? Find more Vantage Financial joins NorthRock Partners email formats with LeadIQ.

How many employees does Vantage Financial joins NorthRock Partners have currently?

Minus sign iconPlus sign iconVantage Financial joins NorthRock Partners has approximately 7 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Vantage Financial joins NorthRock Partners's key employees and leadership?

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As of September 2026, Vantage Financial joins NorthRock Partners's key employees include:

  • Managing Partner, Senior Wealth Advisor: J. N.
  • Ohio Regional Partner And Senior Wealth Advisor: C. J.
  • Director Of Client Services: S. K.
  • Director Of Client Services: J. W.
  • Business Manager: K. B.

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