Stephen
Vranek

Virtue Capital Management, LLC

CRD#2111649
Investment Advisor
in Brentwood, TN

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About this Advisor

Stephen Vranek is a financial advisor based in Brentwood, Tennessee with 1 year of relevant experience. Vranek is an advisor for Virtue Capital Management, LLC. Over the course of their career, they have held roles at West Suburban Business Solution, Inc, World Financial Group, Inc, Triumph Financial Group, Inc, West Suburban Financial Services, Inc, Independent Insurance Agent, Transamerica Financial Advisors, Inc, Wealth Star, West Suburban Companies, Virtue Capital Management, LLC and Lifemark Securities Corp. Vranek has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Virtue Capital Management, LLC is a firm headquartered in Brentwood, TN. The firm has offices in 98 locations and a total of 133 people on staff. It handles $941 million in assets between its 8,035 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 8,035 accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. Virtue Capital Management, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors vary depending on which services are provided. Fee types charged by Virtue Capital Management, LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6 Cadillac Dr. Suite 310
Brentwood, TN 37027

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$941,394,286

TN Average: $730,596,643
Total Number of Employees

133

TN Average: 15
Total Number of Accounts

8,035

TN Average: 968
Average Account Size

$117,162

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Stephen Vranek Work History

Stephen has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Virtue Capital Management, LLC

2022 - Present (2 years)

Lifemark Securities Corp

2010 - Present (14 years)

Wealth Star

2008 - Present (16 years)

West Suburban Financial Services, Inc

2007 - Present (17 years)

Triumph Financial Group, Inc

2006 - Present (18 years)

Independent Insurance Agent

2003 - Present (21 years)

World Financial Group, Inc

1998 - Present (26 years)

West Suburban Business Solution, Inc

2012 - 2021 (9 years)

Transamerica Financial Advisors, Inc

1998 - 2021 (23 years)

West Suburban Companies

*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 Stephen Vranek 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 Virtue Capital Management, LLC

Donald Stanley
Brentwood, TN
Timothy Mathieu
Brentwood, TN
Danny Miller
Pompano Beach, FL
Kevin Smith
Orlando, FL
Thomas Davis
Brentwood, TN
Robert Zeiner
Jacksonville, FL
Steven Sabo
Butler, PA
Roy Thornton
Brentwood, TN

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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