Advisors at this firm
Clinton S
Series 66
Lancaster, PA
Vantus Wealth
Clinton Simmons is a financial advisor at Vantus Wealth with ten years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Wienken Advisors. Simmons is also a licensed independent insurance agent. Vantus Wealth serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and portfolio management with investment strategies tailored to client objectives and employs a broad range of securities and vehicles.
Paul B
Series 66
Lancaster, PA
Vantus Wealth
Paul Broomell is a financial advisor at Vantus Wealth with 10 years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. He is also a licensed independent insurance agent, dedicating minimal time to this activity weekly. Vantus Wealth serves individuals, including high net worth clients, and various entities by providing personalized financial planning, portfolio management, and retirement-plan advisory services. The firm employs a tailored investment approach based on fundamental analysis, utilizing a wide range of securities and may recommend external money managers for client assets.
Allen C
Series 63, Series 65
Lancaster, PA
Vantus Wealth
Allen Carr Jr. is a financial advisor with Vantus Wealth in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously spent over three decades with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Carr serves as a committeeman for the Manheim Township Republican Committee. Vantus Wealth advises individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and portfolio management with strategies tailored to client objectives, utilizing a broad range of investment vehicles and occasionally recommending external money managers.
Andrew S
Series 63, Series 65
Lancaster, PA
Vantus Wealth
Andrew Sedora is a financial advisor with Vantus Wealth LLC in Lancaster, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for 13 years. Sedora also serves as a high school boys basketball coach for the Red Lion Area School District. Vantus Wealth advises individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and portfolio management services using a broad range of investment vehicles and tailored strategies with a generally long-term orientation.
Jeffrey E
Series 63, Series 65
Lancaster, PA
Vantus Wealth
Jeffrey Emrich is a financial advisor with Vantus Wealth who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He previously worked at Mass Mutual Life Insurance Company and MML Investors Services for 13 years. Outside of advising, he is a licensed independent insurance agent and a member of a real estate management LLC. Vantus Wealth serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and portfolio management using fundamental analysis and a generally long-term investment approach.