Vincent Vantassel has been an investment adviser representative at United Advisors America since October 2009, and is not listed among the firm’s executive officers or direct owners.
United Advisors America Corporation is a Prosper, TX firm with $447M under management, 2,809 clients and 24 advisers in one office, as of its August 2026 filing.
Vincent Vantassel’s longest registration is the current one, 17 years at United Advisors America since 2009. Before joining United Advisors America in 2009, Vincent Vantassel was registered through Creative Financial Designs, Inc.
- United Advisors AmericaCurrent– present · 17 yearsThree Rivers, MI · Adviser representative · Firm CRD 147350
- Creative Financial Designs, Inc.– · under a yearKokomo, IN · Adviser representative · Firm CRD 109032
Investment adviser representative registrations
Vincent Vantassel is registered as an investment adviser representative in Michigan, since February 2010.
- MichiganSince 10 February 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 April 1995 |
| Series 7 | General Securities Representative Examination | 18 April 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Vincent Albert Vantassel
- CRD
- 2557279
- Firm
- United Advisors America · CRD 147350
- Office
- Three Rivers, MI
- Registration
- Investment adviser registration
- In the industry since
- May 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Vincent Vantassel work?
Vincent Vantassel is an investment adviser representative registered through United Advisors America Corporation since October 2009, and is not listed among the firm’s executive officers or direct owners.
Is Vincent Vantassel a financial advisor?
Yes. Vincent Vantassel has a current investment-adviser registration in Michigan, through United Advisors America since October 2009.
How many years of experience does Vincent Vantassel have?
Vincent Vantassel has 17 years in the financial industry, since May 2009, across 2 adviser firms.
What exams has Vincent Vantassel passed?
Vincent Vantassel has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 1995.
Where did Vincent Vantassel work before United Advisors America?
Before United Advisors America, Vincent Vantassel was registered through Creative Financial Designs, Inc., July 2004 to November 2004.
Where is Vincent Vantassel based?
Vincent Vantassel’s registered office is in Three Rivers, MI.
Is Vincent Vantassel registered with FINRA?
No. Vincent Vantassel has no current broker registration.
How can I verify Vincent Vantassel’s record?
Search CRD 2557279 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vincent Vantassel’s full registration record.