DR
Donald D. Robinson
VANTAGE POINT FINANCIAL
LISLE, IL 60532
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CRD#: 6459176
DR
Professional summary
Donald Darnell Robinson, who also goes by Donald Darnell Robinson, is a registered financial advisor currently at VANTAGE POINT FINANCIAL, LLC located in Lisle, Illinois.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Donald has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donald Darnell Robinson
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. ORDAINED MINISTER, NA, NA, , ILLINOIS, 60104, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 01/27/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ORDAIN MINISTER - DELIVER CHRISTIAN SERMONS AS REQUESTED 2. TRUSTEE, THE ROBINSON FAMILY REVOCABLE TRUST, ESTABLISHED THE 10TH DAY OF AUGUST 2020, 1106 PARK PL, BELLWOOD, , ILLINOIS, 60104, UNITED STATES OF AMERICA, IMMEDIATE FAMILY, START DATE: 01/08/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MY WIFE AND I ESTABLISHED A REVOCABLE TRUST TO PROTECT OUR FAMILY. NO ACTIVITY DUTIES OTHER THAN NORMAL DAILY ADMINSTRATION FOR MANAGING OUT HOME. 3. YOUTH OUTREACH SERVICES, INC.; NOT INVESTMENT RELATED; 2411 W. CONGRESS PKWY, CHICAGO, IL 60612; NON-PROFIT SERVING YOUTH AND FAMILIES IN CHICAGOLAND; V.P. / BOARD OF DIRECTORS; START DATE 12/12/2022; 2 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; DUTIES INCLUDE SETTING STRATEGIC DIRECTION OF THE ORGANIZATION, HIRING AND EVALUATING THE CEO AND FINANCIAL OVERSIGHT.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Darnell Robinson'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®
NoneExperience
Current
May 23, 2022 - Present
VANTAGE POINT FINANCIAL, LLC
Office #1: 2443 Warrenville Road Suite 630, Lisle, IL 60532RIA
CRD#: 305016
LISLE, IL
Past
August 16, 2016 - February 25, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Rosemont, 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(5/23/2022)
IAR
Texas(7/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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.
