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Timothy Aaron Steele

Vantage Financial Group

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About Timothy Aaron Steele

Timothy Steele is an Investment Advisor Representative at Vantage Financial Group. Timothy is also a Principal Business Analyst at Oracle America in Rocklin, CA, an Associate Professionals Pastor at The Pointe Church in Antelope, CA, and assists with trust creation for clients at EncorEstate Planning. Timothy has been in the industry since May 2014. Timothy's primary area of focus is financial planning, portfolio management for businesses and individuals, and pension consulting. Timothy has over 282 clients with assets under management exceeding $92,000,000. Timothy holds a Series 65 license. The Vantage Financial Group offers financial planning, pension consulting, and portfolio management services. The firm manages over $92,000,000 in assets for over 604 clients.

Firm Information

Timothy Steele is currently registered with Vantage Financial Group. Vantage Financial Group is an investment advisor based in Auburn, WA, with an office in the greater Seattle area. They manage over $92 million in assets for 604 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.

$92.00M

Assets Under Management

2

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Timothy Steele’s Registration & Firm History

CA

02/06/2025 - Present

Vantage Financial Group (AUBURN CA)

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Licenses & Designations

IA

Issued 02/16/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Aaron Steele.
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