Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Gardner is a financial advisor based in ELM GROVE, WI with over 15 years of experience in the financial services industry. Jeremy has worked with several firms, including Thrivent Investment Management Inc., and now is registered with Vantage Financial Partners, LLC in Elm Grove, WI. Jeremy Gardner focuses on providing financial planning and portfolio management services for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
02/13/2024 - Present
Vantage Financial Partners, LLC (ELM GROVE WI)
WI
09/09/2013 - 09/25/2019
THRIVENT INVESTMENT MANAGEMENT INC. (ELM GROVE WI)
SD
04/12/2005 - 04/10/2008
THRIVENT INVESTMENT MANAGEMENT INC. (SIOUX FALLS SD)
CT
05/09/2001 - 09/10/2004
ADVEST, INC. (HARTFORD CT)
MD
01/26/2000 - 05/15/2001
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MN
07/09/1999 - 01/05/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/09/1999 - 01/05/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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