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Michael + Geitner - Financial Advisor in Napa, CA

Paladin Research Report For:

Michael Geitner

Vintage Wealth Advisors

CFP®
700 Main St
Suite 305
Napa, CA 94559
707-492-5100
Visit Website
https://www.vintage-wealth.com/

About Michael Geitner

Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.

See Disclosures

General Information

Firm Start Year
  • 2015
No. of Employees
  • 5-9
CRD#
  • 5092216
Firm CRD#
  • 151298
Insurance License#
  • CA Insurance Lic. # 0F17714
Name of Broker/Dealer
  • LPL Financial
Name of Custodial Firm
  • LPL Financial
States Licensed in
  • CA, OR
Years of Experience in Financial Services
  • 13
Number of Years with Current Firm
  • 3
Work with the following types of clients
  • Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors
Advisory Services Provided
  • Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Portfolio Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 65, Series 63, Series 7, Series 6
Insurance and Annuity Licenses
  • Disability, Annuity, Long Term Care, Health, Life, Variable Life

Compensation and Fees

Fee Structure
  • Fee-Based

Education

Bachelor of Science - Management -
  • Menlo College - Atherton
    08/01/2002 - 12/31/2005

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.finra.org https://www.sipc.org

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1890021/paladinregistry-vintage-wealth-advisors-detailed-disclosure

Disclaimer

The Financial Consultants at Vintage Wealth Advisors are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management, Vintage Wealth Advisors, and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ CA CO DC FL IA ID IN KS MT NC NM NV OR TX VA WA TN

BASIC INFORMATION NEEDED FOR THE INQUIRY

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  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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