Timothy
Kuntz
Vantage Point Financial, LLC
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About this Advisor
Timothy Kuntz is a financial advisor based in Lisle, Illinois, working with Vantage Point Financial, LLC. Timothy has previously held positions at Welgat Wealth Management, LLC, Welgat Wealth Management, Spc, Sigma Financial Corporation, and Vantage Point Financial LLC. Timothy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois and Iowa. Currently, Timothy is part of Vantage Point Financial, LLC, which operates out of Lisle, Illinois. The firm has 3 offices and 9 employees. The firm manages assets totaling $237.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Vantage Point Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vantage Point Financial, LLC Brokerage Details
$237,923,346
9
1,233
$192,963
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Timothy Kuntz Work History
Vantage Point Financial LLC
Sigma Financial Corporation
Welgat Wealth Management, LLC
Spc
Welgat Wealth Management
Disclosures
Please visit the SEC profile of Timothy Kuntz 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 Point Financial, LLC
Lisle, IL
Lisle, IL
Chesterfield, MO
Lisle, IL
Lisle, IL
Lisle, IL
Lisle, IL
Lisle, IL
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