Aaron Howard Stanley
Investment adviser representative at Vantage Financial Group, Inc.
21 yearsExperience
1 stateRegistered in
$866.9MFirm assets
37 yearsFirm in business
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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
21 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Indiana University of PaOct 2013 to now
- Cetera Wealth Services, LLCSep 2013 to now
- Vantage Financial Group, Inc.Apr 2009 to now
- Various Insurance Carriers for W & R Insurance AgenciesApr 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4893390
- Firm CRD
- 105950