Jesse Niederbaumer
Jesse Niederbaumer is a registered investment advisor at Vantage Financial Partners, LLC, based in Elm Grove, WI, with 25 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,807 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Financial Partners (VFP) offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.40% to 1.50%, depending on the size and composition of your portfolio, the services provided, and the individual(s) providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. VFP may negotiate a different fee rate for certain client holdings, such as held-away assets, accommodation accounts, and alternative investments.
Location
13230 Watertown Plank Road, Elm Grove, WI, 53122
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Jesse has ownership stakes in multiple investment-related entities, including If You Build It LLC (real estate), VF Enterprise LLC (Vantage Financial Partners), VF Tax Service LLC (tax preparation), and VF Ventures LLC (private equity). He spends minimal time on If You Build It LLC and VF Enterprise LLC, a few hours per week on VF Tax Service LLC, and about 10-20% of his time on VF Ventures LLC.
Employment History
Current Registrations
Vantage Financial Partners, LLC
Previous Registrations
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
First Heartland Capital, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.