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Matthew David Niederbaumer

VANTAGE FINANCIAL PARTNERS, LLC·ELM GROVE, Wisconsin
SIE, Series 7, Series 66CFP23 years registeredVANTAGE FINANCIAL PARTNERS, LLC
13230 WATERTOWN PLANK ROAD, ELM GROVE, WI 53122CRD# 4553475Firm CRD# 315828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew David Niederbaumer · ELM GROVE, WI
Registration
CRD #4553475 · VANTAGE FINANCIAL PARTNERS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

NORTHROCK PARTNERS, LLC
Apr 2026 – present
VANTAGE FINANCIAL PARTNERS, LLC
Sep 2021 – Apr 2026
HURON, SD
THRIVENT ADVISOR NETWORK, LLC
May 2020 – Aug 2021
Huron, SD
THRIVENT INVESTMENT MANAGEMENT INC.
Mar 2003 – May 2020
WATERTOWN, SD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 12, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

2018Regulatory·Final
2017Regulatory·Final
2017Regulatory·Final
2016Civil Bond
2016Regulatory·Final

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
VANTAGE FINANCIAL PARTNERS, LLC
CRD 315828 · SEC 801-122083
AUM
$612M
Regulatory assets under management
Employees
22
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 →
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05

Frequently Asked Questions

What services does Matthew David Niederbaumer offer?
Matthew David Niederbaumer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELM GROVE, Wisconsin for a consultation.
What are Matthew David Niederbaumer's credentials?
Matthew David Niederbaumer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew David Niederbaumer located?
Matthew David 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 Matthew David Niederbaumer charge for services?
Matthew David 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
Jeremy James Gardner
ELM GROVE, WI
Jesse Allen Niederbaumer
ELM GROVE, WI

More Advisors in ELM GROVE, Wisconsin

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