Kostantinos
Georgostathis
Vantage Financial Partners, LLC
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About this Advisor
Kostantinos Georgostathis is a certified financial planner based in Loveland, Ohio. Georgostathis is an advisor for Vantage Financial Partners, LLC. Over the course of their career, they have held roles at Vantage Finanical Group, Ameriprise Financial Services, Inc, Fidelity Brokerage Services, LLC and 9258 Wealth Management. Georgostathis holds a Series 63 license, designating them as a securities representative, and is able to advise clients in Ohio. Vantage Financial Partners, LLC is a business that has its headquarters in Elm Grove, WI. It has offices in four locations and a total of 20 advisors. It has $431 million in assets under management across its 3,608 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 3,608 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. Vantage Financial Partners, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on the type of services offered. Fee types charged by Vantage Financial Partners, LLC can be comprised 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
Kostantinos Georgostathis Work History
Kostantinos has been registered as a financial advisor for 0 years.*
Vantage Finanical Group
Ameriprise Financial Services, Inc
9258 Wealth Management
Fidelity Brokerage Services, LLC
*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 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
Loveland, OH
Elm Grove, WI
Elm Grove, WI
Maineville, OH
Cincinnati, OH
Huron, SD
Watertown, SD
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.
