Cheryl A. Krueger
VANTAGE POINT FINANCIAL
LISLE, IL 60532
CRD#: 5349170
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Cheryl A KruegerVANTAGE POINT FINANCIAL
Professional summary
Cheryl A Krueger, CFP® is a registered financial advisor currently at VANTAGE POINT FINANCIAL, LLC located in Lisle, Illinois.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Cheryl has worked at 3 firms and has passed the Series 65 exam.
Core Areas of Focus
Annuities
Baby Boomers
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice without Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
Cheryl Krueger brings over 25 years of experience in financial analysis, problem solving and insight to your planning needs. After a successful actuarial career, Cheryl decided she wanted to work directly with individuals to help them create their own financial success. Cheryl started Growing Fortunes Financial Partners LLC in 2007 to help middle-class individuats with their financial planning needs. Cheryl works to help you understand your current position with respect to reaching your goals, and helps you determine the most important actions to take now to give you a greater chance of meeting those goals.
Question & Answer
What are your service offerings?
Social Security Planning
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
How do you get paid?
Fee Only
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl A Krueger's 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®
CFP®
Start date: 2010
Experience
Current
March 23, 2026 - Present
VANTAGE POINT FINANCIAL, LLC
Office #1: 2443 Warrenville Road Suite 150, Lisle, IL 60532RIA
CRD#: 305016
LISLE, IL
Past
December 6, 2022 - May 29, 2026
CGN ADVISORS, LLC
RIA
CRD#: 159359
Phoenix, AZ
Past
June 28, 2007 - December 31, 2022
GROWING FORTUNES FINANCIAL PARTNERS LLC
RIA
CRD#: 144261
INVERNESS, 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".
VP
VANTAGE POINT FINANCIAL, LLC
VANTAGE POINT FINANCIAL LLC | VANTAGE POINT FINANCIAL, LLC
CRD#: 305016 / SEC#: 801-122708
RIA
Registered Investment Advisory firm - (11/17/2021 Approved)Illinois
Registered Investment Advisory firm - (11/29/2021 Terminated)Iowa
Registered Investment Advisory firm - (11/29/2021 Terminated)Missouri
Registered Investment Advisory firm - (11/29/2021 Terminated)Texas
Registered Investment Advisory firm - (11/29/2021 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(3/23/2026)
Current Firm
VP
VANTAGE POINT FINANCIAL, LLC
VANTAGE POINT FINANCIAL LLC | VANTAGE POINT FINANCIAL, LLC
CRD#: 305016 / SEC#: 801-122708
RIA
Registered Investment Advisory firm - (11/17/2021 Approved)Illinois
Registered Investment Advisory firm - (11/29/2021 Terminated)Iowa
Registered Investment Advisory firm - (11/29/2021 Terminated)Missouri
Registered Investment Advisory firm - (11/29/2021 Terminated)Texas
Registered Investment Advisory firm - (11/29/2021 Terminated)Loading...
Contact information
Main Address
2443 Warrenville Road Suite 630, Lisle, IL 60532
Mailing Address
Phone number
(331) 204-6212
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,647 |
| AUM (Assets Under Management) | $ 430,712,898 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
