Matthew
Niederbaumer

Vantage Financial Partners, LLC

CRD#4553475
Investment Advisor
in Huron, SD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Niederbaumer is a certified financial planner working in Huron, South Dakota with 2 years of relevant experience. Niederbaumer works at Vantage Financial Partners, LLC. Over the course of their career, they have held roles at Thrivent Financial For Lutherans, Thrivent Investment Management Inc, Thrivent Advisor Network, LLC and Vantage Financial Partners, LLC. Niederbaumer has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in South Dakota. Vantage Financial Partners, LLC is a registered investment company that has its headquarters in Elm Grove, WI. The company has offices in four locations and a total of 20 people on staff. It has $431 million in assets across its 3,608 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 3,608 customer accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on the type of services provided. However, fee types charged by Vantage Financial Partners, LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1712 Dakota Ave S
Huron, SD 57350

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Vantage Financial Partners, LLC Brokerage Details

Total Assets Under Management

$431,280,000

SD Average: $2,826,565,184
Total Number of Employees

20

SD Average: 43
Total Number of Accounts

3,608

SD Average: 1,898
Average Account Size

$119,534

SD Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Matthew Niederbaumer Work History

Matthew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Vantage Financial Partners, LLC

2020 - 2021 (1 year)

Thrivent Advisor Network, LLC

2002 - 2020 (18 years)

Thrivent Financial For Lutherans

2002 - 2020 (18 years)

Thrivent Investment Management Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Niederbaumer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vantage Financial Partners, LLC

Jeremy Gardner
Elm Grove, WI
Jarrod Hart
Loveland, OH
Adam Walter
Elm Grove, WI
Andrew Meyer
Elm Grove, WI
Michael Franks
Maineville, OH
Christopher Johnson
Cincinnati, OH
Jesse Niederbaumer
Elm Grove, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started