Scott
Rosenquist

Vantage Financial Partners Limited

CRD#6452672
Investment Advisor
in Arlington Heights, IL

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About this Advisor

Scott Rosenquist is a financial advisor based in Arlington Heights, Illinois, working with Vantage Financial Partners Limited. Scott has previously held positions at Vantage Financial Partners Limited and Highpoint Advisor Group, LLC. Scott is registered to provide services in Illinois. Currently, Scott is part of Vantage Financial Partners Limited, which operates out of Arlington Heights, Illinois. The firm has 15 employees and manages assets totaling $572.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Vantage Financial Partners Limited includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9 North Vail Avenue 2Nd Floor
Arlington Heights, IL 60005

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Vantage Financial Partners Limited Brokerage Details

Total Assets Under Management

$572,432,624

IL Average: $6,674,516,078
Total Number of Employees

15

IL Average: 44
Total Number of Accounts

1,018

IL Average: 2,564
Average Account Size

$562,311

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Scott Rosenquist Work History

2024 - Present (0 year)

Highpoint Advisor Group, LLC

2013 - Present (11 years)

Vantage Financial Partners Limited

Disclosures

Please visit the SEC profile of Scott Rosenquist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vantage Financial Partners Limited

Johnathan Kulikowski
Arlington Heights, IL
Scott Rosenquist
Arlington Heights, IL
Kyle Rohrwasser
Arlington Heights, IL
Joseph Fortunato
Arlington Heights, IL
Jon Flaherty
Arlington Heights, IL
Daniel Zalipski
Arlington Heights, IL
Kimberly Taylor
Arlington Heights, IL
Thomas Vislisel
Arlington Heights, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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