Jarrod
Hart
Vantage Financial Partners, LLC
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About this Advisor
Jarrod Hart is a certified financial planner and chartered financial consultant based in Loveland, Ohio. Hart is on the advisory team at Vantage Financial Partners, LLC. Throughout their career, they have worked at Vector Marketing, Senator Sherrod Browns Office, Procamps, Ladder 19, Bob Evans, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, Commonwealth Financial Network, Investment Partners, LTD and Vantage Financial Partners, LLC. Hart holds a Series 63 license, designating them as a securities broker, and is registered to work in Ohio. Vantage Financial Partners, LLC is a business that has its headquarters in Elm Grove, WI. The investment advisory business has offices in four locations and a total of 20 employees. It oversees $431 million in assets across its 3,608 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 3,608 accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which service is offered. Fees charged by Vantage Financial Partners, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vantage Financial Partners, LLC Brokerage Details
$431,280,000
20
3,608
$119,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jarrod Hart Work History
Jarrod has been registered as a financial advisor for 0 years.*
Vantage Financial Partners, LLC
Commonwealth Financial Network
Investment Partners, LTD
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Senator Sherrod Browns Office
Procamps
Ladder 19
Vector Marketing
Bob Evans
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jarrod Hart 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, LLC
Elm Grove, WI
Loveland, OH
Elm Grove, WI
Elm Grove, WI
Maineville, OH
Cincinnati, OH
Watertown, SD
Elm Grove, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
