William
Witt

Vantage Financial Group, Inc

CRD#839775
Investment Advisor
in Independence, OH

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About this Advisor

William Witt is a financial advisor based in Independence, Ohio with a total of 13 years of relevant experience. Witt is an advisor for Vantage Financial Group, Inc. The advisor has gained experience at Walnut Street Securities Inc, Cetera Advisor Networks LLC and Vantage Financial Group, Inc. Witt maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Vantage Financial Group, Inc is an advisory company based in Independence, OH. The investment advisory business has offices in five locations and a total of 59 financial advisors. It administers $630 million in assets under management across its 2,408 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 2,408 accounts, 29% are held by high-net-worth investors who have more than $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees typically depend on which services are provided. However, fees charged by Vantage Financial Group, Inc likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

6200 Rockside Road #100
Independence, OH 44131

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Vantage Financial Group, Inc Brokerage Details

Total Assets Under Management

$629,952,759

OH Average: $2,106,341,625
Total Number of Employees

59

OH Average: 34
Total Number of Accounts

2,408

OH Average: 1,972
Average Account Size

$261,608

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

William Witt Work History

William has been registered as a financial advisor for 13 years.*

2013 - Present (11 years)

Cetera Advisor Networks LLC

2010 - Present (14 years)

Vantage Financial Group, Inc

2010 - 2013 (3 years)

Walnut Street Securities Inc

*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 William Witt 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 Group, Inc

Kevin Hansley
Stamford, CT
William Witt
Independence, OH
George Smith
Independence, OH
Michael Cleary
Independence, OH
James Henyey
Independence, OH
Kemper Arnold
Independence, OH

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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