Unclaimed Profile

Jeremy James Gardner

VANTAGE FINANCIAL PARTNERS, LLC·ELM GROVE, Wisconsin

SIE, Series 7, Series 63, Series 65, Series 66Clean record21 years registeredVANTAGE 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 · 21 years registered

Brand Profile

Not yet started

Career History

NORTHROCK PARTNERS, LLC

Apr 2026 – present

VANTAGE FINANCIAL PARTNERS, LLC

Mar 2026 – Apr 2026

ELM GROVE, WI

VANTAGE FINANCIAL PARTNERS, LLC

Aug 2021 – Dec 2025

ELM GROVE, WI

THRIVENT ADVISOR NETWORK, LLC

Sep 2019 – Aug 2021

Elm Grove, WI

THRIVENT INVESTMENT MANAGEMENT INC.

Oct 2013 – Sep 2019

ELM GROVE, WI

THRIVENT INVESTMENT MANAGEMENT INC.

Aug 2005 – Apr 2008

SIOUX FALLS, SD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · August 15, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANTAGE FINANCIAL PARTNERS, LLC

CRD 315828 · SEC 801-122083

AUM

$612M

Regulatory assets under management

Employees

4,115 client accounts

Services offered by VANTAGE FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANTAGE FINANCIAL PARTNERS, LLC →

Introduction

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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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