Advisor at Vantage Point Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vantage Point Financial, LLC
Location
Chesterfield, MO 63017
Credentials
Series 63, Series 66
Industry experience
5 years
Ryan Turnquist is a financial advisor at Vantage Point Financial, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo and Northwestern Mutual Investment Services. Outside of his advisory role, he serves as a youth lacrosse head coach for Project Missouri Lacrosse. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a fundamentals-based, long-term investment approach, constructing diversified portfolios and integrating tax planning and other services through affiliated entities.
Based on Vantage Point Financial, LLC
Based on Vantage Point Financial, LLC
Financial planning fixed fees up to $25,000; business owner planning and valuation insights fees are fixed/project-based, quoted in advance.
$0+: 0.50% to 1.50% annually (range based on factors including complexity, asset level, and relationship) Any asset level with Independent Manager+: Up to combined 2.00% annually (Advisor and Independent Manager fees combined)
Insurance commissions earned separately by licensed insurance agents affiliated with the firm.
Financial planning hourly fees range from $350 to $800, negotiable based on complexity and client.
Ongoing financial planning may be offered on a flat subscription basis, invoiced monthly, quarterly, semi-annually, or annually.
Fee-only: Investment advisory fees based on assets under management; financial planning fees; no commissions earned on securities transactions.
14755 North Outer Forty Road, Suite 210
Chesterfield, MO 63017
Missouri
Vantage Point Financial
2024 - Present (2 years)
Wells FArgo Clearing Services
2024 - 2024 (1 year)
Renaissance financial
2023 - 2024 (1 year)
Cetera Advisor Networks
2023 - 2024 (1 year)
Project Missouri Lacrosse
2023 - Present (3 years)
Northwestern Mutual Investment Services LLC
2022 - 2023 (1 year)
Socium Advisors
2022 - 2023 (1 year)
Socium Advisors
2022 - 2022 (1 year)
Wells Fargo
2020 - 2022 (2 years)
Associate Staffing
2020 - 2020 (1 year)
Consolidated Grain and Barge Co
2016 - 2019 (3 years)
Wesplex Lacrosse Missouri Rush
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
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