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).
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Total Assets Under Management612MILLION
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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
AZ, CA, FL, IA, IL, MI, MN, MO, NC, OH, SD, TX, WI
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.
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.
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.
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.
Kostantinos Georgostathis (CRD# 2409628) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Elm Grove, WI and has over 30 years of experience in the finance industry.
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.