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Kevin Frederick Hansley

Vantage Financial Group, Inc.

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About Kevin Frederick Hansley

Kevin Hansley is an investment advisor representative at Vantage Financial Group, Inc. Kevin has been in the securities industry since October 27, 1987. Kevin is registered with FINRA and the state of Connecticut. Kevin has a Series 3, 7, and 63 license as well as a Series 65 license. Kevin also holds the Certified Financial Planner designation.

Firm Information

Kevin Hansley is currently registered with Vantage Financial Group, Inc.. Vantage Financial Group, Inc. is an investment advisory firm headquartered in Cleveland, Ohio. With over 30 years of experience, the firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. Vantage Financial Group manages over $720 million in assets for a diverse clientele including individuals, corporations, charitable organizations, and pension plans.
Vantage Financial Group, Inc.

6200 ROCKSIDE ROAD

CLEVELAND, OH 44131

$720.28M

Assets Under Management

90

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Hansley’s Registration & Firm History

CT

06/11/2014 - Present

Vantage Financial Group, Inc. (STAMFORD CT)

CT

09/30/2011 - 09/03/2013

WALNUT STREET SECURITIES, INC. (STAMFORD CT)

CT

09/08/2004 - 10/10/2011

UBS FINANCIAL SERVICES INC. (WESTPORT CT)

WI

04/23/1996 - 09/09/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

02/17/1998 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MA

02/06/1990 - 11/27/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/06/1990 - 11/27/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MO

08/11/1989 - 01/23/1990

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

05/21/1987 - 08/23/1989

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/1987

Series 3 - National Commodity Futures Examination

BC

Issued 05/16/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Frederick Hansley.
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