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Thomas W. Titus

Vantage Financial Partners, LLC

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About Thomas W. Titus

Thomas W. Titus is a financial advisor with Vantage Financial Partners, LLC, based in Elm Grove, WI. Thomas has been in the financial industry since 2006 and has a wide range of experience in providing financial planning and investment management services. Thomas specializes in providing financial advice to individuals, corporations, and high-net-worth clients. Thomas is a registered representative in Ohio.

Firm Information

Thomas Titus is currently registered with Vantage Financial Partners, LLC. Vantage Financial Partners, LLC is an investment advisor registered with the SEC and located in Elm Grove, WI. They manage approximately $612 million in assets for 4,115 clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and investment companies. The firm offers financial planning, portfolio management for individuals and businesses, and other advisory services.
Vantage Financial Partners, LLC

13230 WATERTOWN PLANK ROAD

ELM GROVE, WI 53122

$612.11M

Assets Under Management

Not reported

Total Clients

11

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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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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percentage of assets

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

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Thomas Titus’s Registration & Firm History

WI

01/02/2024 - Present

Vantage Financial Partners, LLC (ELM GROVE WI)

OH

02/09/2006 - 10/31/2023

AMERIPRISE FINANCIAL SERVICES, LLC (CANTON OH)

MN

02/09/2006 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/03/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/31/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas W. Titus.
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