Unclaimed Profile

Kimberly Rae Taylor

VANTAGE FINANCIAL PARTNERS LIMITED·ARLINGTON HEIGHTS, Illinois

Series 7, Series 24, Series 66Clean record19 years registeredVANTAGE FINANCIAL PARTNERS LIMITED

NINE NORTH VAIL AVENUE, ARLINGTON HEIGHTS, IL 60005-1430CRD# 5131755Firm CRD# 123351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Rae Taylor · ARLINGTON HEIGHTS, IL

Registration

CRD #5131755 · VANTAGE FINANCIAL PARTNERS LIMITED · 19 years registered

Brand Profile

Not yet started

Career History

HIGHPOINT PLANNING PARTNERS

Jun 2024 – present

VANTAGE FINANCIAL PARTNERS LIMITED

Jan 2009 – Jul 2024

ARLINGTON HEIGHTS, IL

LPL FINANCIAL CORPORATION

Jul 2007 – Aug 2009

ARLINGTON HTS, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · July 10, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANTAGE FINANCIAL PARTNERS LIMITED

CRD 123351 · SEC 801-69709

AUM

$572M

Regulatory assets under management

Employees

1,018 client accounts

Services offered by VANTAGE FINANCIAL PARTNERS LIMITED

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANTAGE FINANCIAL PARTNERS LIMITED →

Introduction

Speak with Kimberly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimberly is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ARLINGTON HEIGHTS?

Browse all registered financial advisors in ARLINGTON HEIGHTS, Illinois or claim this profile if it's yours.

Browse ARLINGTON HEIGHTS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kimberly Rae Taylor offer?

Kimberly Rae Taylor specializes in Financial Planning, Investment Management. Contact their office in ARLINGTON HEIGHTS, Illinois for a consultation.

What are Kimberly Rae Taylor's credentials?

Kimberly Rae Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Rae Taylor located?

Kimberly Rae Taylor is based in ARLINGTON HEIGHTS, Illinois, working with VANTAGE FINANCIAL PARTNERS LIMITED. Their office serves clients in the ARLINGTON HEIGHTS metropolitan area and surrounding communities.

How does Kimberly Rae Taylor charge for services?

Kimberly Rae Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGE FINANCIAL PARTNERS LIMITED?

VANTAGE FINANCIAL PARTNERS LIMITED has approximately 15 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →