AdvisorOS Directory
Claim Profile
Unclaimed Profile
AM

Andrew Allen Meyer

VANTAGE FINANCIAL PARTNERS, LLC·ELM GROVE, Wisconsin
Clean recordVANTAGE FINANCIAL PARTNERS, LLC
13230 WATERTOWN PLANK ROAD, ELM GROVE, WI 53122CRD# 5954748Firm CRD# 315828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Allen Meyer · ELM GROVE, WI
Registration
CRD #5954748 · VANTAGE FINANCIAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Allen Meyer is a registered financial advisor based in ELM GROVE, Wisconsin, affiliated with VANTAGE FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
VANTAGE FINANCIAL PARTNERS, LLC
VANTAGE FINANCIAL PARTNERS, LLC
AUM
$612M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at VANTAGE FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5954748
Firm CRD# 315828
View on FINRA BrokerCheck →

Looking for a financial advisor in ELM GROVE?

Browse all registered financial advisors in ELM GROVE, Wisconsin or claim this profile if it's yours.

Browse ELM GROVE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Andrew Allen Meyer offer?
Andrew Allen Meyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELM GROVE, Wisconsin for a consultation.
What are Andrew Allen Meyer's credentials?
Andrew Allen Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Allen Meyer located?
Andrew Allen Meyer is based in ELM GROVE, Wisconsin, working with VANTAGE FINANCIAL PARTNERS, LLC. Their office serves clients in the ELM GROVE metropolitan area and surrounding communities.
How does Andrew Allen Meyer charge for services?
Andrew Allen Meyer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANTAGE FINANCIAL PARTNERS, LLC?
VANTAGE FINANCIAL PARTNERS, LLC has approximately 22 employees and manages $612M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VANTAGE FINANCIAL PARTNERS, LLC

Jesse Allen Niederbaumer
ELM GROVE, WI
Matthew David Niederbaumer
ELM GROVE, WI
Jeremy James Gardner
ELM GROVE, WI

More Advisors in ELM GROVE, Wisconsin

June Ann Schroeder
LIBERTY FINANCIAL GROUP, INC.·ELM GROVE, WI
Shannon Lesley Nook
LIBERTY FINANCIAL GROUP, INC.·ELM GROVE, WI
Thomas Mark Wargin
LIBERTY FINANCIAL GROUP, INC.·ELM GROVE, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile