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

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    A. G.
    Chief Compliance Officer
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    A. G. B.
    Chief Compliance Officer
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    P. J. M.
    Vice President Of Sales, Business Development & Firm Level Recruiting
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    D. P.
    President
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    B. O.
    Partner
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    R. B.
    Vice President
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    T. E.
    Executive Vice President
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    R. B.
    Vice President
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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
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    L. D. N.
    Financial Representative
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    United StatesKansas
    Apr 15, 2026
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    S. H.
    Financial Representative
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    United StatesMichigan
    May 30, 2026
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    P. K.
    Investment Advisor Representative
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    United StatesKansas
    Apr 16, 2026
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    J. V.
    Investment Representative
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    United StatesMichigan
    Jun 27, 2026
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    L. V.
    New Business Processor
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    United StatesMichigan
    Oct 20, 2025
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    B. S.
    Assistant
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    United States
    Apr 13, 2026
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    J. S.
    Administrative Assistant
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    United StatesMichigan
    Mar 25, 2026
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    J. F.
    Investment Advisor Representative
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    United StatesMichigan
    May 31, 2026
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    M. F.
    Financial Advisor
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    United StatesMichigan
    Mar 25, 2026
  • Stylized image of a person
    M. L.
    Executive Assistant
    Phone icon
    United StatesKansas
    Apr 29, 2026

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. The company's main headquarters is located in 3333 Evergreen Drive Northeast Suite 200 Grand Rapids, Michigan 49525 United States. 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 85 employees as of June 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 June 2026, VantagePointe Financial Group's key employees include:

  • Chief Compliance Officer: A. G.
  • Chief Compliance Officer: A. G. B.
  • Vice President Of Sales, Business Development & Firm Level Recruiting: P. J. M.
  • President: D. P.
  • Partner: B. O.

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