Our financial advice team

Alex Vantlin, Financial Advisor serving the Mount Vernon, IN area - Ameriprise Advisors

Alex Vantlin

Financial Advisor

TruPointe Financial Advisors
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Education

  • BA in Finance, Western Kentucky University, 2020

Professional associations

  • Financial Planning Association

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Interests

I was born and raised in Mount Vernon, IN. I graduated from Mount Vernon High School in 2016. Then I ventured to Bowling Green, Kentucky and attended Western Kentucky University. In 2020 I graduated with my bachelor's degree in finance with a certificate in financial planning.

Outside of the office you can find me hunting, fishing, or boating on the Ohio River or Patoka Lake. I have recently added golf to my list of hobbies and to keep this positive, I will say it has been an ongoing lesson in patience.

I value quality relationships, spending time with friends and family, and creating memories that will last a lifetime.

My photos

2 albums
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