Jesse
Niederbaumer
Vantage Financial Partners, LLC
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About this Advisor
Jesse Niederbaumer is a financial advisor based in Elm Grove, Wisconsin, working with Vantage Financial Partners, LLC. Jesse has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC, and Vantage Financial Partners, LLC. Jesse has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, Jesse is part of Vantage Financial Partners, LLC, which operates out of Elm Grove, Wisconsin. The firm has 4 offices and 22 employees. The firm manages assets totaling $612.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vantage Financial Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vantage Financial Partners, LLC Brokerage Details
$612,105,943
22
4,115
$148,750
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
Vantage Financial Partners, LLC
Thrivent Advisor Network, LLC
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
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
Youngstown, OH
Loveland, OH
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Cincinnati, OH
Maineville, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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