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Matthew David Niederbaumer

Vantage Financial Partners, LLC

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About Matthew David Niederbaumer

Matthew David Niederbaumer is a financial advisor with Vantage Financial Partners, LLC. Matthew David Niederbaumer has been in the industry since 2002 and holds the SIE, Series 7, and Series 66 licenses. Matthew David Niederbaumer's professional experience includes roles at Thrivent Financial for Lutherans, Thrivent Investment Management Inc., and Thrivent Advisor Network, LLC. Matthew David Niederbaumer specializes in providing financial planning, portfolio management for individuals and businesses, and advisory services for insurance companies, investment companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations, and individuals other than high net worth. Vantage Financial Partners, LLC is a Registered Investment Advisor that provides investment advisory services to individuals, businesses, and institutions. The firm manages assets for both individuals and families, including those who are retiring, saving for college, or investing for other goals.

Firm Information

Matthew Niederbaumer 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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Matthew Niederbaumer’s Registration & Firm History

SD

09/09/2021 - Present

Vantage Financial Partners, LLC (HURON SD)

SD

07/24/2002 - 05/04/2020

THRIVENT INVESTMENT MANAGEMENT INC. (WATERTOWN SD)

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Licenses & Designations

BOTH

Issued 07/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Matthew David Niederbaumer. Review regulatory record here.
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