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Philip Mark Nybroten

Vantage Financial Partners, LLC

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About Philip Mark Nybroten

Philip Nybroten is an Investment Advisor Representative associated with Vantage Financial Partners, LLC. Philip has 11 years of experience in the financial services industry. Philip is a registered Investment Advisor Representative in Wisconsin. Prior to joining Vantage Financial Partners, LLC, Philip was associated with The Leaders Group, Inc., Principal Securities, Inc., Commonwealth Financial Network, and Investment Planners, Inc. Philip has passed the Series 7, Series 66, and SIE exams. Philip's registrations are active in Wisconsin.

Firm Information

Philip Nybroten 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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Philip Nybroten’s Registration & Firm History

WI

07/03/2024 - Present

Vantage Financial Partners, LLC (ELM GROVE WI)

CO

08/09/2021 - 07/06/2022

THE LEADERS GROUP, INC. (LITTLETON CO)

WI

03/15/2016 - 08/10/2021

PRINCIPAL SECURITIES, INC. (WAUWATOSA WI)

WI

04/30/2012 - 03/10/2016

COMMONWEALTH FINANCIAL NETWORK (BROOKFIELD WI)

WI

10/05/2011 - 05/02/2012

INVESTMENT PLANNERS, INC. (MENOMONEE FALLS WI)

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Licenses & Designations

BOTH

Issued 10/25/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Mark Nybroten.
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