RIA Intelligence

VANTAGE FINANCIAL PARTNERS, LLC

CRD #315828 SEC #801-122083 ELM GROVE, WI 262-439-8587
SEC Registered Private Funds
Total AUM
$810.7M
Discretionary
$810.7M
Employees
26
Clients
101
Accounts
4,118

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 13, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERNSTEIN, DANIEL, ADAMICHIEF COMPLIANCE OFFICERNA Control
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
GARDNER, JEREMY, JAMESIMEMBERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
CNSL MANAGEMENT ENTERPRISES, LLCDEMANAGING MEMBERE Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
NIEDERBAUMER, JESSE, ALLENIMANAGING MEMBERC Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
MEYER, ANDREW, ALLENIMANAGING MEMBERB Control
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB
NIEDERBAUMER, MATTHEW, DAVIDIMANAGING MEMBERB

Registrations

Federal

IA
Aug 13, 2025 REGISTERED

Notice Filings (20)

AL AZ CA CO FL GA IA IL IN KY MI MN MO NC OH PA SD TX WI WV

Address

13230 WATERTOWN PLANK ROAD
ELM GROVE, WI 53122
United States
Phone: 262-439-8587