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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Niederbaumer is an investment advisor representative at Vantage Financial Partners, LLC in Elm Grove, WI. Jesse has been in the securities industry for over 20 years and has experience working with individual and institutional clients. Jesse Niederbaumer is licensed to provide investment advice in Texas and Wisconsin. Jesse Niederbaumer previously worked at Thrivent Investment Management Inc. for over 19 years and First Heartland Capital, Inc. for less than a year. Jesse Niederbaumer has passed Series 6, Series 7, Series 63, and Series 65 exams. Jesse Niederbaumer holds registrations with FINRA and the state of Texas.
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
02/14/2024 - Present
Vantage Financial Partners, LLC (ELM GROVE WI)
WI
05/22/2000 - 09/25/2019
THRIVENT INVESTMENT MANAGEMENT INC. (ELM GROVE WI)
MO
01/02/2003 - 01/14/2003
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
IA
Issued 12/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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