Jesse
Niederbaumer
Vantage Financial Partners, LLC
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About this Advisor
Jesse Niederbaumer is a financial advisor operating out of Elm Grove, Wisconsin with 2 years of relevant experience. Niederbaumer is an employee of Vantage Financial Partners, LLC. During their career, Niederbaumer has held roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC and Vantage Financial Partners, LLC. Niederbaumer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Texas and Wisconsin. Vantage Financial Partners, LLC is an advisory business based out of Elm Grove, WI. The investment advisory business has offices in four locations and a total of 20 financial advisors. It has $431 million in assets under management among its 3,608 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides financial advice to two charitable organizations. Of its 3,608 client accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services vary depending on the services provided. However, fee types billed by Vantage Financial Partners, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vantage Financial Partners, LLC Brokerage Details
$431,280,000
20
3,608
$119,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jesse Niederbaumer Work History
Jesse has been registered as a financial advisor for 2 years.*
Vantage Financial Partners, LLC
Thrivent Advisor Network, LLC
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*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 Jesse 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
Elm Grove, WI
Loveland, OH
Elm Grove, WI
Elm Grove, WI
Cincinnati, OH
Maineville, OH
Huron, SD
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.
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