Robert Frankland Stafford
Investment adviser representative at Vantage Wealth Management, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Vantage Wealth Management, LLCJan 2023 to now
- Woodbury Financial Services IncAug 2020 to Jan 2023
- Link-allen & Assoc.Jun 2003 to Aug 2020
- Minnesota Life Ins Co.Jun 2003 to Aug 2020
- Securian Financial Services, IncJun 2003 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vantage Wealth Management, LLC
$1.1BAssets managed
639Clients
6Advisers
16 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
- 4671748
- Firm CRD
- 152374