Kostantinos
Georgostathis
Vantage Financial Partners, LLC
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About this Advisor
Kostantinos Georgostathis is a financial advisor based in Loveland, Ohio, working with Vantage Financial Partners, LLC. Kostantinos has previously held positions at Vantage Financial Group, Ameriprise Financial Services, Inc, Fidelity Brokerage Services, LLC, and 9258 Wealth Management. Kostantinos has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Kostantinos is part of Vantage Financial Partners, LLC, which operates out of Loveland, Ohio. The firm has 4 offices and 22 employees. The firm manages assets totaling $612.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vantage Financial Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vantage Financial Partners, LLC Brokerage Details
$612,105,943
22
4,115
$148,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kostantinos Georgostathis Work History
Vantage Finanical Group
Ameriprise Financial Services, Inc
9258 Wealth Management
Fidelity Brokerage Services, LLC
Disclosures
Please visit the SEC profile of Kostantinos Georgostathis 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
Youngstown, OH
Loveland, OH
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Cincinnati, OH
Maineville, OH
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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