Unclaimed Profile

Anthony James Kratofil

VITAL WEALTH MANAGEMENT, LLC·ROSEMONT, Illinois

SIE, Series 7, Series 31, Series 66CFP21 years registeredVITAL WEALTH MANAGEMENT, LLC

9501 TECHNOLOGY BLVD, ROSEMONT, IL 60018CRD# 4851249Firm CRD# 156455

Profile Verification

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

Identity

Anthony James Kratofil · ROSEMONT, IL

Registration

CRD #4851249 · VITAL WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

VITAL WEALTH MANAGEMENT, LLC

Jan 2026 – present

VITAL WEALTH MANAGEMENT, LLC

Dec 2018 – Dec 2025

ROSEMONT, IL

CHARLES SCHWAB & CO., INC.

Apr 2007 – Dec 2018

ORLAND PARK, IL

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Apr 2007

CANTON, OH

MORGAN STANLEY

Dec 2004 – Apr 2007

CANTON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · December 3, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

2007Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VITAL WEALTH MANAGEMENT, LLC

CRD 156455 · SEC 801-79119

AUM

$219M

Regulatory assets under management

Employees

787 client accounts

Services offered by VITAL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VITAL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Anthony James Kratofil offer?

Anthony James Kratofil specializes in Financial Planning, Investment Management. Contact their office in ROSEMONT, Illinois for a consultation.

What are Anthony James Kratofil's credentials?

Anthony James Kratofil holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Anthony James Kratofil located?

Anthony James Kratofil is based in ROSEMONT, Illinois, working with VITAL WEALTH MANAGEMENT, LLC. Their office serves clients in the ROSEMONT metropolitan area and surrounding communities.

How does Anthony James Kratofil charge for services?

Anthony James Kratofil's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VITAL WEALTH MANAGEMENT, LLC?

VITAL WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $219M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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