Our Firm

 

Vantage Investment Services Group (ISG), located in St. Louis, Missouri, offers access to financial planning, retirement planning, general investing and insurance services to Vantage Credit Union members.

Since 1986, ISG has offered securities transactions and brokerage services to credit union members and therefore understands their unique needs. Recently, ISG formed a relationship with LPL Financial, a self clearing broker/dealer that has ranked as the number 1 broker/dealer for the past 16 years*   LPL Financial offers the support and technology which allows us to give members and clients more than just standard brokerage services.

Through LPL Financial, the ISG team today functions as your full-service brokerage center, presenting seminars and focusing on advising and financial planning, to successfully serve member and client needs.

ISG employs registered professionals and is a branch office of LPL Financial. As one of the nation’s leading securities firms, LPL Financial executes and clears trades for other brokerage firms throughout the United States and abroad. LPL Financial and its affiliates are based in San Diego, Charlotte and Boston.
 
*As reported in Financial Planning magazine June 1996-2012, based on total revenues.
Financial planning offered through LPL Financial, a Registered Investment Advisor