Matthew Niederbaumer (CRD# 4553475) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Huron, SD and has over 21 years of experience in the finance industry. Matthew Niederbaumer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2241893
Wells Fargo Advisors
CRD# 2243396
Wells Fargo Advisors
CRD# 6313246
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vantage Financial Partners, LLC | Huron, SD | Aug 2021 - Current | 2 |
| Thrivent Advisor Network, LLC | Huron, SD | May 2020 - Aug 2021 | 1 |
| Thrivent Financial For Lutherans | Appleton, WI | Aug 2002 - May 2020 | 17 |
| Thrivent Investment Management Inc. | Huron, SD | Jul 2002 - May 2020 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SD
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Total Assets Under Management612MILLIONS
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Total Number of Accounts4,115ACCOUNTS
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Average Account Value$148,750
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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