Vantage Financial Partners, LLC

Vantage Financial Partners, LLC (CRD# 315828) is a financial advisory firm headquartered in Elm Grove, WI. They manage $612,105,943 in 4,115 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
13230 Watertown Plank Road, Elm Grove, WI 53122
http://www.instagram.com/vantage_financial
By the Numbers
  • Total Assets Under Management
    612
    MILLION
  • Total Number of Accounts
    4,115
    ACCOUNTS
  • Average Account Value
    $148,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, IL, MI, MN, MO, NC, OH, SD, TX, WI

Financial Advisors at Vantage Financial Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jeremy Gardner, financial advisor Elm Grove WI
Jeremy J. Gardner
CRD#: 3238770
13230 Watertown Plank Road, Elm Grove, WI 53122

Jeremy Gardner (CRD# 3238770) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Elm Grove, WI and has over 18 years of experience in the finance industry.

2
Andrew Meyer, financial advisor Elm Grove WI
Andrew A. Meyer
CRD#: 5954748
13230 Watertown Plank Road, Elm Grove, WI 53122

Andrew Meyer (CRD# 5954748) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Elm Grove, WI and has over 12 years of experience in the finance industry.

3
Jesse Niederbaumer, financial advisor Elm Grove WI
Jesse A. Niederbaumer
CRD#: 4188328
13230 Watertown Plank Road, Elm Grove, WI 53122

Jesse Niederbaumer (CRD# 4188328) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Elm Grove, WI and has over 23 years of experience in the finance industry.

4
Matthew Niederbaumer, financial advisor Huron SD
Matthew D. Niederbaumer
CRD#: 4553475
1712 Dakota Ave S, Huron, SD 57350

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.

5
Kostantinos Georgostathis, financial advisor Loveland OH
Kostantinos G. Georgostathis
CRD#: 2409628
423 Wards Corner, Suite A, Loveland, OH 45140

Kostantinos Georgostathis (CRD# 2409628) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Loveland, OH and has over 30 years of experience in the finance industry.

6
Rachel Pease, financial advisor Youngstown OH
Rachel A. Pease
CRD#: 6185938
970 Windham Ct, Suite 1a, Youngstown, OH 44512

Rachel Pease (CRD# 6185938) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Youngstown, OH and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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