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Jeremy James Gardner

VANTAGE FINANCIAL PARTNERS, LLC·ELM GROVE, Wisconsin
Clean recordVANTAGE FINANCIAL PARTNERS, LLC
13230 WATERTOWN PLANK ROAD, ELM GROVE, WI 53122CRD# 3238770Firm CRD# 315828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy James Gardner · ELM GROVE, WI
Registration
CRD #3238770 · VANTAGE FINANCIAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeremy James Gardner 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

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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# 3238770
Firm CRD# 315828
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy James Gardner offer?
Jeremy James Gardner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELM GROVE, Wisconsin for a consultation.
What are Jeremy James Gardner's credentials?
Jeremy James Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy James Gardner located?
Jeremy James Gardner 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 Jeremy James Gardner charge for services?
Jeremy James Gardner'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.
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Other Advisors at VANTAGE FINANCIAL PARTNERS, LLC

Jesse Allen Niederbaumer
ELM GROVE, WI
Andrew Allen Meyer
ELM GROVE, WI
Matthew David Niederbaumer
ELM GROVE, WI

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Nearby cities in Wisconsin
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Research
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