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SV

Stephen A. Vranek

VIRTUE CAPITAL MANAGEMENT
OAK BROOK, IL 60523
Some features on this profile are disabled
CRD#: 2111649
SV

Professional summary


Stephen Allen Vranek is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Oak Brook, Illinois.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Stephen has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) INDEPENDENT INSURANCE AGENT/WFG AGENCY�, Title: INDEPENDENT INSURANCE AGENT�, Description: SALES AND SERVICE OF LIFE, UNIVERSAL AND HEALTH INSURANCE PRODUCTS.�, Start Date: 12/2006, Address: 1000 JORIE BLVD, STE 300, OAK BROOK, IL 60523, Investment-related? YES, Hours per month: 1, During trading hours: 1 (2) WEST SUBURBAN BUSINESS SOLUTIONS, INC.�, Title: PRESIDENT, Description: INCOME TAX PREPARATION, REGISTERED AGENT SERVICES, BOOKKEEPING TRAINING, ENTITY FORMATION AND GUIDANCE, BOOKKEEPING. WEST SUBURBAN COMPANIES IS A NAME USED AS A BRANDING NAME FOR WEST SUBURBAN BUSINESS SOLUTIONS, INC. AND WEST SUBURBAN FINANCIAL SERVICES, INC. IT DOES NOT EXIST AS ANY TYPE OF ENTITY., Start Date: 01/1998, Address: 1000 JORIE BLVD, STE 300, OAK BROOK, IL 60523, Investment-related? NO, Hours per month: 160, During trading hours: 40 (3) WEST SUBURBAN FINANCIAL SERVICES, INC, Title: BUSINESS CONSULTANT/PRESIDENT/CEO, Description: SEMINARS ON BUSINESS ACCOUNTING., Start Date: 09/2008, Address: 1000 JORIE BLVD, STE 300, OAK BROOK, IL 60523, Investment-related? NO, Hours per month: 20, During trading hours: 0 (4) TRIUMPH FINANCIAL GROUP INC�, Title: PRESIDENT/CEO, Description: PROPERTY MANAGEMENT COMPANY, MANAGEMENT OF LEASES, PER DIEM RENTALS TO OTHER AGENTS, SUPPLIES AND PHONES FOR WEST SUBURBAN FINANCIAL SOLUTIONS INC., Start Date: 04/2007, Address: 1000 JORIE BLVD, STE 300, OAK BROOK, IL 60523, Investment-related? NO, Hours per month: 3, During trading hours: 3 (5) WEALTH STAR INC.�, Title: PRESIDENT/CEO, Description: HIGH END NETWORKING GROUP, HOST MEETINGS.�, Start Date: 04/2010, Address: 1000 JORIE BLVD, STE 300, OAK BROOK, IL 60523, Investment-related? NO, Hours per month: 0, During trading hours: 0

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Stephen Allen Vranek's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 14, 2022 - Present

VIRTUE CAPITAL MANAGEMENT, LLC

Office #1: 1000 Jorie Blvd Ste 140, Oak Brook, IL 60523
RIA
CRD#: 167816
OAK BROOK, IL
Past

January 3, 2022 - December 16, 2022

LIFEMARK SECURITIES CORP.

BD
CRD#: 16204
Oak Brook, IL
Past

January 6, 2012 - December 24, 2021

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
OAK BROOK, IL
Past

January 6, 2012 - December 24, 2021

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
OAK BROOK, IL
Past

May 10, 2011 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
OAK BROOK, IL
Past

July 13, 2004 - January 6, 2012

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DULUTH, GA
Past

October 18, 1995 - March 31, 2004

WEST SUBURBAN SECURITIES, INC.

BD
CRD#: 39154
OAK BROOK, IL
Past

June 28, 1995 - April 21, 1997

AGS FINANCIAL SERVICES, INC.

BD
CRD#: 38006
CHICAGO, IL
Past

June 17, 1991 - November 6, 1995

GIBRALTAR INVESTMENTS, INC.

BD
CRD#: 23497
SALINAS, CA
Past

January 25, 1991 - June 6, 1991

OAK BROOK SECURITIES CORP.

BD
CRD#: 16886
OAKBROOK TERRACE, IL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816 / SEC#: 801-79938

RIA
Registered Investment Advisory firm - (6/25/2014 Approved)
Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)
California
Registered Investment Advisory firm - (7/31/2014 Terminated)
Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)
Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)
Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)
New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)
Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)
Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)
Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)
Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(1/14/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/29/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816 / SEC#: 801-79938

RIA
Registered Investment Advisory firm - (6/25/2014 Approved)
Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)
California
Registered Investment Advisory firm - (7/31/2014 Terminated)
Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)
Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)
Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)
New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)
Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)
Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)
Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)
Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)
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Contact information


Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110

SEC notice filing (43 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VCM ADV PART 2A (3/28/2024)

Regulatory assets under management


Total Number of Accounts6,111
AUM (Assets Under Management)$ 787,466,707

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816Oak Brook, IL 60523

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