Referral Brochure - VantagePointe

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About Our Broker-Dealer

Osaic Wealth, Inc. is an independent wealth management firm with over 11k independence-minded financial advisors with offices across the United States. Osaic Wealth is not in the business of creating and marketing its own investment products—its only “products” are service and support. Therefore, Osaic Wealth advisors can offer objective, independent investment advice, with no obligation to promote any particular investment.

© VantagePointe. All Rights Reserved.

VantagePointe Financial Group is headquartered at 3333 Evergreen N.E., Suite 200 – Grand Rapids, MI 49525-616-534-9623.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Washington DC, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, Nevada, New Jersey, New Mexico, New York, North Carolinia, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming.

The Osaic Wealth, Inc.’s Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (Registrations vary by individual representative): Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming.

Securities and investment advisory services offered through Osaic Wealth, Inc. member. FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Registered phone: 616-534-9623.

The Top Area Wealth Management Firms is a ranking given by the Grand Rapids Business Journal to wealth management firms located within the greater Grand Rapids area, which are ranked in order from the most assets under management (AUM) to the least. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please visit grbj.com for more information 6912492 08/24