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VANTAGE FINANCIAL PARTNERS, LLC
VANTAGE FINANCIAL PARTNERS, LLC
ELM GROVE, Wisconsin
·
4 registered advisors
·
CRD# 315828
SEC# 801-122083
4
262-439-8587
01
Firm Overview
AUM
$612M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VANTAGE FINANCIAL PARTNERS, LLC
4 registered advisors
Andrew Allen Meyer
ELM GROVE, Wisconsin
CRD# 5954748
Jeremy James Gardner
ELM GROVE, Wisconsin
CRD# 3238770
Jesse Allen Niederbaumer
ELM GROVE, Wisconsin
CRD# 4188328
Matthew David Niederbaumer
ELM GROVE, Wisconsin
CRD# 4553475
05
Office Locations
ELM GROVE, Wisconsin
4 advisors
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Data sourced from SEC Form ADV filings. VANTAGE FINANCIAL PARTNERS, LLC (CRD# 315828) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.