VANTAGE FINANCIAL PARTNERS, LLC of ELM GROVE, WI is an SEC-registered investment adviser (CRD 315828). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| Jesse Allen Niederbaumer | MANAGING MEMBER | — |
| Andrew Allen Meyer | MANAGING MEMBER | — |
| Jeremy James Gardner | MEMBER | — |
| Matthew David Niederbaumer | MANAGING MEMBER | — |
| MEYER EUGENE ALLEN | MANAGING MEMBER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| NIEDERBAUMER JESSE ALLEN | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| GARDNER JEREMY JAMES | MEMBER | — |
| NIEDERBAUMER MATTHEW DAVID | MANAGING MEMBER | — |
| MCCARTHY MICHELLE ANNE | CHIEF COMPLIANCE OFFICER | — |