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Andrew Allen Meyer

Vantage Financial Partners, LLC

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About Andrew Allen Meyer

Andrew Allen Meyer is a financial advisor with Vantage Financial Partners, LLC located in Elm Grove, WI. Andrew has been a registered representative in the securities industry since 2011 and is a licensed investment advisor. Andrew has passed the Series 7, Series 66, and SIE exams. Vantage Financial Partners, LLC is a registered investment advisor specializing in providing financial planning, portfolio management for individuals and businesses. Andrew and his team work with a wide range of clients including high-net-worth individuals, families, corporations, and charitable organizations.

Firm Information

Andrew Meyer is currently registered with Vantage Financial Partners, LLC. Vantage Financial Partners, LLC is an investment advisor registered with the SEC and located in Elm Grove, WI. They manage approximately $612 million in assets for 4,115 clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and investment companies. The firm offers financial planning, portfolio management for individuals and businesses, and other advisory services.
Vantage Financial Partners, LLC

13230 WATERTOWN PLANK ROAD

ELM GROVE, WI 53122

$612.11M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Meyer’s Registration & Firm History

WI

02/14/2024 - Present

Vantage Financial Partners, LLC (ELM GROVE WI)

WI

11/10/2011 - 09/25/2019

THRIVENT INVESTMENT MANAGEMENT INC. (ELM GROVE WI)

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Licenses & Designations

BOTH

Issued 12/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Andrew Allen Meyer. Review regulatory record here.
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