VECTOR FINANCIAL SERVICES, LLC

CRD 156125

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602 S. HUNTINGTON ST., SYRACUSE, IN, 46567, United States

Phone

855-932-2932

Fax

855-932-2932

Registration

— (—)

Source

State registered

Total AUM

$19.2M

Discretionary AUM

$19.2M

Team

1 total employees; 1 advisory reps; 21 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsBLOG/PODCAST

Client types

Type	Clients	AUM
Individuals	21	$4.0M

All web addresses on file

https://www.vector-financial.com
https://www.facebook.com/profile.php?id=61551567445976
https://www.instagram.com/vectorfinancialservicesllc/

Official SEC filing: View on IAPD