Michael
Franks
Vantage Financial Partners, LLC
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About this Advisor
Michael Franks is a financial advisor operating in Maineville, Ohio with 1 year of relevant experience. Franks is an employee of Vantage Financial Partners, LLC. Franks has gained experience at Edward Jones, U.S. Army and Vantage Financial Partners, LLC. Franks holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Vantage Financial Partners, LLC is a financial advisory company that has its headquarters in Elm Grove, WI. The firm has offices in four locations and a total of 20 advisors. It handles $431 million in assets across its 3,608 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 3,608 customer accounts, just 7% are held by high-net-worth investors who have greater than $1 million in investable assets. Vantage Financial Partners, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules are based on which services the firm provides the client. However, fee types billed by Vantage Financial Partners, LLC likely include 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
Michael Franks Work History
Michael has been registered as a financial advisor for 1 years.*
Vantage Financial Partners, LLC
Edward Jones
U.S. Army
*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 Michael Franks 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
Cincinnati, OH
Maineville, OH
Elm Grove, WI
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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