Vantage Retirement Plans, Llc
Vantage is a leading Self-Directed IRA company that exists to empower clients to take control of their retirement savings and enjoy the freedom to diversify their tax-favored money beyond the stock market. We believe you deserve to invest your hard-earned nest egg where you want. Money is Personal™, therefore, investing should be tailored to an individual’s needs and investment appetite, not the restrictions imposed on them by their IRA custodian. Our Self-Directed IRA services emphasize the “I” in an Individual Retirement Account by offering investors the ability to diversify their IRA funds into real estate, private companies, private funds (LLCs, LPs, Syndications, etc.), promissory notes, and a virtually unlimited list of alternative assets. Best of all, we don’t sell, endorse, or promote any investment products, nor do we offer any financial, tax, or legal advice. Our clients appreciate not having to worry about any pushy sales pitches or pressure from sales representatives. Since our start in 2004, we’ve served more than clients nationwide and continue our mission to educate Americans about the power and flexibility our Self-Directed IRAs offer. With over $3 billion in retirement assets under administration, we pride ourselves in being our clients' trustworthy and knowledgeable guides while they remain in pursuit of their financial independence. If you’re frustrated with having your IRA stuck in the stock market, we can help. We would love the opportunity to introduce you to the world of Self-Directed IRAs and give you the key to Set Your IRA Free™.
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Verified contacts
14
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
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no listings
Distinct roles
13
indexed titles
Tech stack
1
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Monthly traffic
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- AS
Amanda Swanson
Director of Business Relationships · Sales & Business Development
EmailPhone - TG
Tia Geurts
Executive Director · General Business & Management
EmailPhone - AN
Anthony Norman
Client Care Specialist · Customer/Client Service
EmailPhone - BS
Billy Striplin
Compliance & Risk Management Specialist · Legal
EmailPhone - KD
Kaylee Delehoy
Accounting Specialist · Finance & Accounting
EmailPhone - CM
Carmen Margie
Chief of Staff · General Business & Management
EmailPhone - JP
J. P. Dahdah
Founder & CEO · Other
EmailPhone - JM
Jeremiah Mosser
Transaction Specialist Alternative Custody Services · Other
EmailPhone - NW
Nadiya Waterloo
Chief Operations Officer · Operations
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Vantage Retirement Plans, Llc
13 distinct titles indexed · top 10 shown.
- 2client care specialist
- 1accounting specialist
- 1chief of operations
- 1chief of staff
- 1chief operations officer
- 1compliance & risk management specialist
- 1director of business relationships
- 1director of finance
- 1executive director
- 1founder & ceo
- +3more titles
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