Cheryl A Krueger
Investment adviser representative at Vantage Point Financial, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$484.6MFirm 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
- Seminars and workshops
Experience
19 years in the industry.
- Vantage Point Financial, LLCMar 2026 to now
- Growing Fortunes Financial PartnersJan 2023 to now
- Cgn Advisors, LLCNov 2022 to now
- Growing Fortunes Financial PartnersJun 2007 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vantage Point Financial, LLC
Legal name: Vantage Point Financial LLC
$484.6MAssets managed
566Clients
16Advisers
4 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
- 5349170
- Firm CRD
- 305016