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Jesse Allen Niederbaumer

VANTAGE FINANCIAL PARTNERS, LLC·ELM GROVE, Wisconsin
Clean recordVANTAGE FINANCIAL PARTNERS, LLC
13230 WATERTOWN PLANK ROAD, ELM GROVE, WI 53122CRD# 4188328Firm CRD# 315828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jesse Allen Niederbaumer · ELM GROVE, WI
Registration
CRD #4188328 · VANTAGE FINANCIAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jesse Allen Niederbaumer 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# 4188328
Firm CRD# 315828
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jesse Allen Niederbaumer offer?
Jesse Allen Niederbaumer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELM GROVE, Wisconsin for a consultation.
What are Jesse Allen Niederbaumer's credentials?
Jesse Allen Niederbaumer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jesse Allen Niederbaumer located?
Jesse Allen Niederbaumer 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 Jesse Allen Niederbaumer charge for services?
Jesse Allen Niederbaumer'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

Andrew Allen Meyer
ELM GROVE, WI
Matthew David Niederbaumer
ELM GROVE, WI
Jeremy James Gardner
ELM GROVE, WI

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Nearby cities in Wisconsin
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Research
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