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AK

Andrew D. Kristofic

VANTAGE POINT FINANCIAL
LISLE, IL 60532
Some features on this profile are disabled
CRD#: 7839214
AK

Professional summary

Andrew David Kristofic is a registered financial advisor currently at VANTAGE POINT FINANCIAL, LLC located in Lisle, Illinois.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Andrew has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew David Kristofic'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

November 21, 2025 - Present

VANTAGE POINT FINANCIAL, LLC

Office #1: 2443 Warrenville Road Suite 150, Lisle, IL 60532
RIA
CRD#: 305016
LISLE, IL
Past

November 5, 2024 - July 27, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Chicago, 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
(11/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/25/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/5/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/24/2024
Securities Industry Essentials Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,647
AUM (Assets Under Management)$ 430,712,898

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

VANTAGE POINT FINANCIAL, LLC

CRD#: 305016Lisle, IL 60532

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