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Stephen Vranek

Advisor at Virtue Capital Management, LLC

Updated today

Location

Oak Brook, IL 60523

Credentials

Series 63, Series 65

Industry experience

34 years

About

Stephen Vranek is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Lifemark Securities Corp., Transamerica Financial Advisors, and several businesses he leads, such as Wealth Star Inc., a high-end networking group, and West Suburban Business Solutions, which provides tax preparation and bookkeeping training. He also serves as president or CEO of multiple companies involved in business consulting, property management, and financial services. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm uses a model-driven approach with strategic, tactical, and dynamic strategies primarily implemented through mutual funds and ETFs, and provides portfolio management, financial planning, ERISA consulting, and educational courses for pre-retirees.

Client services

Based on Virtue Capital Management, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Virtue Capital Management, LLC

Retirement income strategy Social Security optimization Wealth management

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Fee options

Fixed

Fixed fees for financial planning typically range from $1,000 to $15,000

Percentage

1.00% to 1.95% annually

Commissions

Commission-based compensation for insurance products and sales by dually registered representatives; override payments for certain fixed indexed annuities

Project-based

$100 to $300 per hour for financial planning services

Subscriptions

Financial planning services may be billed on a subscription basis under separate agreement

Other

Account minimum: $1,000 Fee-only: Fixed fees for financial planning typically range from $1,000 to $15,000; hourly fees generally between $100 and $300

Location

1000 Jorie Blvd, Suite 300

Oak Brook, IL 60523

Most active in

Illinois

Work history

Virtue Capital Management, LLC

2022 - Present (4 years)

Lifemark Securities Corp.

2022 - 2022 (1 year)

Transamerica Financial Advisors, Inc

2012 - 2021 (9 years)

Wealth Star, Inc.

2010 - Present (16 years)

West Suburban Financial Services, Inc

2008 - Present (18 years)

Triumph Financial Group, Inc

2007 - Present (19 years)

Independent Insurance Agent/Wfg Agency

2006 - Present (20 years)

West Suburban Companies

1998 - 2021 (23 years)

West Suburban Business Solution, Inc.

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management
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Annuities
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CFA®

Franklin, TN

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Franklin, TN

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Wealth management Private / alternative investments Tax-loss harvesting Retirement income strategy Founder/Business Owner Executive Established Professionals
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