James Fredrick Henyey
Investment adviser representative at Vantage Financial Group, Inc.
37 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$866.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- Cetera Wealth Services, LLCSep 2013 to now
- Vantage Financial Group, Inc.Jan 1990 to now
- Currently UnemployedMay 1989 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (OH).
Vantage Financial Group, Inc.
$866.9MAssets managed
2,521Clients
21Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2009933
- Firm CRD
- 105950