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Abram Collaguazo

Advisor at Vantage Financial partners, LLC

Updated today

Location

Huron, SD 57350

Credentials

Series 65

Industry experience

< 1 year

About

Abram Collaguazo is a financial advisor at Vantage Financial Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Vantage Financial Partners, he held roles in education at South Dakota State University and various local schools. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages approximately $810.7 million on a discretionary basis and employs a team of 12 advisors who utilize customized investment policy statements and model portfolios with a primary focus on low-cost mutual funds and ETFs.

Client services

Based on Vantage Financial partners, LLC

Financial planning Portfolio management

Expertise

Based on Vantage Financial partners, LLC

General tax planning Wealth management Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Financial planning and consulting fees range from $750 to $10,000; Retirement plan consulting fees range from $1,500 to $10,000 per annum

Percentage

0.40% – 1.50%

Location

1712 Dakota Avenue, South

Huron, SD 57350

Most active in

South Dakota

Work history

NorthRock Partners, LLC

2026 - Present (1 year)

Vantage Financial Partners, LLC

2025 - 2026 (1 year)

South Dakota State University

2024 - 2025 (1 year)

Enterprise Institute

2024 - 2025 (1 year)

South Dakota State University

2023 - Present (3 years)

West High School

2019 - 2023 (4 years)

North West Junior High School

2017 - 2019 (2 years)

Wickham Elementary

2010 - 2017 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew N

CFP®, Series 66

Huron, SD

Vantage Financial partners, LLC

Matthew Niederbaumer is a CFP® professional with 23 years of industry experience, currently serving at Vantage Financial Partners, LLC since 2021. He previously worked at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans, where he spent 18 years. Outside of his advisory role, Niederbaumer is the head golf coach and head boys basketball coach at James Valley Christian School in Huron, South Dakota. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages approximately $810.7 million and offers customized portfolios emphasizing low-cost mutual funds and ETFs, strategic asset allocation, and tax-aware investment strategies.

General tax planning Wealth management Options & derivatives strategies Private / alternative investments
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Adam W

CFP®, Series 66

Huron, SD

Vantage Financial partners, LLC

Adam Walter is a CFP® with five years of industry experience, currently serving as a financial advisor at Vantage Financial Partners, LLC since 2021. Prior to this, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Walter owns and operates Red Arrow Bowfishing LLC, where he guides clients on bow fishing trips. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages over $800 million in assets and uses customized investment policy statements and model portfolios with a focus on low-cost mutual funds and ETFs, strategic asset allocation, and tax-aware trading.

General tax planning Wealth management Options & derivatives strategies Private / alternative investments

Jacob L

Series 66

Huron, SD

Edward Jones

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Gordon W

CFP®, ChFC®, Series 63, Series 65

Huron, SD

Raymond James Financial

Gordon Wollman is a financial advisor with Raymond James Financial Services, holding CFP® and ChFC® designations and possessing 32 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a trustee for Huron Christian Church and is an author currently writing a book. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive client assessments and supported by a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Daniel R

Series 63, Series 66

Huron, SD

Raymond James Financial

Daniel Reinders is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he was involved in the food service industry as the owner of Aroma Coffee And Cafe from 2014 to 2020 and currently serves as president of CenterPoint Wealth Planning, an S Corporation he owns that operates his Raymond James branch. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored advice and a variety of implementation pathways.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Alyssa B

Series 66

Huron, SD

Raymond James Financial

Alyssa Ball is a financial advisor with Raymond James Financial in Huron, South Dakota, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Kirpatrick's, and US Bank. Outside of her advisory work, she is involved with Ryans Hangar Restaurant. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through comprehensive risk profiling and firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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