Chad W Aerni
Investment adviser representative at Vantage Financial Group, Inc.
14 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
14 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Vantage Financial Group, Inc.Jul 2019 to now
- Cetera Wealth Services, LLCJul 2019 to now
- PNC InvestmentsApr 2018 to Jul 2019
- Vantage Financial GroupDec 2016 to Apr 2018
- John CarrollAug 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6347040
- Firm CRD
- 105950