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Kurt Camden

Vantage Financial Group, INC.
24 Years of Experience
Cleveland, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kurt Camden is a registered investment advisor at Vantage Financial Group, INC., based in Cleveland, OH, with 24 years of industry experience. Kurt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 2,521 clients with $870M in assets under management.

Vantage Financial Group, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
2,521 clients
Average Client Portfolio
$344K average
Assets Under Management
$866.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.00%
$1M+1.00%

Clients may alternatively elect a flat asset-based fee of up to 2.25% annually as negotiated on a case-by-case basis. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6200 Rockside Rd, Cleveland, OH, 44131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kurt is an independent insurance agent selling fixed annuities, though he spends minimal time on this. He is also a business development director/RR for Vantage Financial Group, a co-owner of 6200 Rockside Road LLC (which owns the building that Vantage Financial Group leases), a youth sports coach, and an investment advisory representative for Vantage Financial Group.

Employment History
Current Registrations
Vantage Financial Group, INC.
October 2023 - Present · 3 yrs
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
March 2013 - September 2013 · 6 mos
Walnut Street Securities, INC.Broker
February 2013 - September 2013 · 7 mos
First Investors CorporationBroker
June 2002 - January 2013 · 10 yrs 7 mos
State Registrations27 states
ARAZCACOCTDCFLGAILINKYMDMIMONCNJNYOHORPASCSDTNTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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