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

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  • United States Of America
    119

VantagePointe Financial Group's Leadership

  • Stylized image of a person
    B. O.
    Partner
    Phone icon
  • Stylized image of a person
    A. M.
    Manager
    Phone icon
  • Stylized image of a person
    K. L.
    Manager
    Phone icon
  • Stylized image of a person
    J. H.
    Pa
    Phone icon
  • Stylized image of a person
    K. C.
    Principal
    Phone icon
  • Stylized image of a person
    D. W.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    E. L.
    Registered Representative
    Phone icon
  • Stylized image of a person
    J. K.
    Financial Representative
    Phone icon

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 Info
Location
Last Update
  • Stylized image of a person
    B. O.
    Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    A. M.
    Manager
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    K. L.
    Manager
    Phone icon
    Jun 25, 2026
  • Stylized image of a person
    J. H.
    Pa
    Phone icon
    Apr 25, 2025
  • Stylized image of a person
    K. C.
    Principal
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    D. W.
    Investment Advisor Representative
    Phone icon
    Jun 24, 2026
  • Stylized image of a person
    E. L.
    Registered Representative
    Phone icon
    Dec 31, 2025
  • Stylized image of a person
    J. K.
    Financial Representative
    Phone icon
    Apr 15, 2026
  • Stylized image of a person
    C. K.
    Financial Representative
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. N.
    Financial Representative
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is VantagePointe Financial Group known for?

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VantagePointe Financial Group was founded in 1992 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?

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VantagePointe Financial Group employees' email format typically follows the pattern of . 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?

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VantagePointe Financial Group has approximately 90 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

  • Partner: B. O.
  • Manager: A. M.
  • Manager: K. L.
  • Pa: J. H.
  • Principal: K. C.

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