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Anthony K

CFP®, Series 66

Rosemont, IL

Vital Wealth Management, LLC

Anthony Kratofil is a CFP® and Series 66-licensed advisor with 22 years of industry experience. He has been with Vital Wealth Management, LLC since 2018 and also teaches an introductory stock selection class at Moraine Valley Community College. Kratofil has previously worked at Charles Schwab and Morgan Stanley. Vital Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and government entities. The firm focuses on portfolio optimization and diversified allocations, combining discretionary portfolio management with financial planning and retirement plan advisory services.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Matthew M

Series 63, Series 66

Rosemont, IL

Vital Wealth Management, LLC

Matthew Michel is a financial advisor at Vital Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Vital Wealth Management in 2024, he worked at Charles Schwab & Co., Inc. for eight years. Vital Wealth Management provides investment management and integrated financial planning to individual and high-net-worth clients, trusts, corporations, and retirement plans. The firm uses portfolio optimization and efficient-frontier analysis to create diversified allocations and offers fiduciary retirement plan services along with account aggregation and performance monitoring tools.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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