AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Cheryl A Krueger

Cheryl A Krueger

CFP®
VANTAGE POINT FINANCIAL
LISLE, IL
·CRD# 5349170·19 years registered

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fixed / Negotiated Fee | Retainer

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Who I Serve

Pre-Retirees
Retirees

Services Offered

  • Social Security & Medicare Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Specializations

Annuities

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...

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

Similar Advisors

Justin John Dagostino
AdvisorCheck Check Mark
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
View profile
JOLIET, IL · CRD#
Dana Rose Arvanites
AdvisorCheck Check Mark
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Justin John Dagostino
AdvisorCheck Check Mark
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JOLIET, IL · CRD#
Dana Rose Arvanites
AdvisorCheck Check Mark
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
FC
AdvisorCheck Check Mark
Flavia Cardozo

J.P. MORGAN SECURITIES LLC

NAPERVILLE, IL · CRD#

Contact Information

Direct

(xxx) xxx-xxxx

Similar Advisors

Justin John Dagostino
AdvisorCheck Check Mark
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JOLIET, IL · CRD#
Dana Rose Arvanites
AdvisorCheck Check Mark
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
FC
AdvisorCheck Check Mark
Flavia Cardozo

J.P. MORGAN SECURITIES LLC

NAPERVILLE, IL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Justin John Dagostino
AdvisorCheck Check Mark
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JOLIET, IL · CRD#
Dana Rose Arvanites
AdvisorCheck Check Mark
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
FC
AdvisorCheck Check Mark
Flavia Cardozo

J.P. MORGAN SECURITIES LLC

NAPERVILLE, IL · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2010

Years of Experience

19 years registered in the securities industry

Current & Past Employments

Current

VANTAGE POINT FINANCIAL, LLCCurrent·CRD# 305016
RIA
2443 Warrenville Road Suite 150, Lisle, IL 60532
March 23, 2026 - Present

Past

CGN ADVISORS, LLCPast·CRD# 159359
RIA
Phoenix, AZ
December 6, 2022 - May 29, 2026
GROWING FORTUNES FINANCIAL PARTNERS LLCPast·CRD# 144261
RIA
Inverness, IL
June 28, 2007 - December 31, 2022

Similar Advisors

Justin John Dagostino
AdvisorCheck Check Mark
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JOLIET, IL · CRD#
Dana Rose Arvanites
AdvisorCheck Check Mark
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
FC
AdvisorCheck Check Mark
Flavia Cardozo

J.P. MORGAN SECURITIES LLC

NAPERVILLE, IL · CRD#

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 - SEC (11/17/2021 Approved)
Illinois
Registered Investment Advisory firm - Illinois (11/29/2021 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (11/29/2021 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/29/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/29/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2443 Warrenville Road Suite 630, Lisle, IL 60532

Phone Number

(331) 204-6212

# of Employees

17

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (9/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,683

AUM (Assets Under Management)

$484,569,719

Similar Advisors

Justin John Dagostino
AdvisorCheck Check Mark
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JOLIET, IL · CRD#
Dana Rose Arvanites
AdvisorCheck Check Mark
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
FC
AdvisorCheck Check Mark
Flavia Cardozo

J.P. MORGAN SECURITIES LLC

NAPERVILLE, IL · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Managing Member; Growing Fortunes Financial Partners LLC; Investment Related: No; Location: 1901 N. Roselle Rd. Ste. 800, Schaumburg, IL 60195 USA, Facilitates management of professional business operations, including the administration of vendor contracts, legacy business interests, and associated operating expenses; 2007-06-07; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0.

Similar Advisors

Justin John Dagostino
AdvisorCheck Check Mark
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JOLIET, IL · CRD#
Dana Rose Arvanites
AdvisorCheck Check Mark
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
FC
AdvisorCheck Check Mark
Flavia Cardozo

J.P. MORGAN SECURITIES LLC

NAPERVILLE, IL · CRD#

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 - SEC (11/17/2021 Approved)
Illinois
Registered Investment Advisory firm - Illinois (11/29/2021 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (11/29/2021 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/29/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/29/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Illinois
(3/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2007About the Series 65 exam

Similar Advisors

Justin John Dagostino
AdvisorCheck Check Mark
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JOLIET, IL · CRD#
Dana Rose Arvanites
AdvisorCheck Check Mark
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
FC
AdvisorCheck Check Mark
Flavia Cardozo

J.P. MORGAN SECURITIES LLC

NAPERVILLE, IL · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl A Krueger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Cheryl

  • Social Security & Medicare Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Similar Advisors

Justin John Dagostino
AdvisorCheck Check Mark
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JOLIET, IL · CRD#
Dana Rose Arvanites
AdvisorCheck Check Mark
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
FC
AdvisorCheck Check Mark
Flavia Cardozo

J.P. MORGAN SECURITIES LLC

NAPERVILLE, IL · CRD#