Mark Spieldenner joined Vantage Financial Group in 2020 and is based out of the Vantage office in Toledo. Mark and his team of financial professionals extract and apply insightful lessons from their combined 100+ years of experience to provide individuals, families, & businesses with personalized, results-oriented guidance. Mark, maintaining passion for his client’s success, probes for and listens to the aspirations of those who entrust him. With a clear vision of the client’s goals and competent counsel, Mark communicates the appropriate course of action in such a way that people face the future with confidence and optimism.
His practice focuses on retirement income planning, asset management, risk management, cash flow planning and business succession planning.
Mark is a Registered Representative of Cetera Wealth Services, LLC, member FINRA/SIPC. He has the Series 7 General Securities Representative and Series 66 Uniform Combined State Law registrations. He is an Investment Advisor Representative with both Cetera Investment Advisers LLC, and Vantage Financial Group’s investment advisory firm. Mark is also licensed to produce annuities (All) & insurance (Life, Long-Term Care, Disability Income, Accident & Health) in several states around the US.
STEVE & MARK SPIELDENNER
The father, son financial advisor team committed to honoring and supporting both your business and family legacy. Offering 40+ years of experience and extensive resources, we’re equipped and ready to help coordinate your team of professionals to build the financial structure that helps ensure you achieve your goals.
We believe:
- A well-crafted plan is one of the most powerful tools for achieving long-term financial goals.
- Adaptability is critical and your plans should evolve as your life circumstances change.
- Concise, transparent, and consistent communication with our clients is our highest priority.
We offer:
- A unique blend of skills and differential expertise to create and implement comprehensive financial and protection strategies that are customized to your specific needs, regardless of your age or stage of life.
- Investment management
- Customized financial planning
- Retirement strategies - all designed with your unique situation in mind.
- We represent Land is your Legacy for Farm Families, with the goal of “the family stays on the farm.”
- Small business retirement plans, 401(k) plans, and company benefit packages to help you secure the financial future of your employees and business.