Shea Brown
Investment adviser representative at Vantage Point Financial, LLC
10 yearsExperience
1 stateRegistered in
$484.6MFirm assets
4 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Vantage Point Financial, LLCDec 2023 to now
- R House Martini BarJan 2023 to Nov 2023
- Northern Illinois UnversityJan 2021 to Jun 2023
- Front Range Community CollegeAug 2018 to Jan 2021
- Elgin Community CollegeJan 2017 to May 2018
- Wheaton North High SchoolJan 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8073525
- Firm CRD
- 305016