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Vantage Financial partners, LLC

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Client assets under management

$990,832,455

Clients

1,865

11% high-net worth

Advisors

4

of 26 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

466

Very High

Average account size

$531,277

About

Vantage Financial Partners, LLC is a registered investment adviser with approximately $1.02 billion in discretionary assets under management and a 12-advisor team serving individuals, charitable organizations, corporations and retirement plans. The firm offers financial planning, consulting, discretionary and non-discretionary portfolio management, and retirement plan consulting services, and provides ERISA-fiduciary advice for plan sponsors and IRA clients.

VFP builds customized investment policy statements and typically allocates client assets to low-cost, diversified mutual funds and ETFs while also using proprietary model portfolios and, when appropriate, individual equities, fixed income, options, REITs and MLPs. The firm conducts annual IPS reviews, manages held-away defined contribution accounts through a third‑party platform (Pontera, formerly FeeX) for tax‑efficient asset location and rebalancing, and restricts private investment offerings to accredited investors on a suitability basis.

Noteworthy differences from many multi-team peers include affiliated and sponsor roles in private funds and pooled vehicles: the firm’s owners operate VF Ventures and multiple VFV entities that act as fund sponsors/managers, and certain personnel have ownership interests in those private equity and real estate vehicles. The brochure discloses these affiliations (and related conflicts of interest), notes VF Ventures earns management fees while VFP does not charge its usual wealth‑management fee on client assets invested in those funds, and states such recommendations are made only for clients deemed suitable.

Client services

Financial planning Portfolio management

Expertise

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%

Main office location

Vantage Financial partners, LLC

13230 Watertown Plank Road

Elm Grove WI 53122, United States

Number of offices

6

Most active in

Alabama · Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kentucky · Michigan · Minnesota · Missouri · North Carolina · Ohio · Pennsylvania · South Dakota · Texas · West Virginia · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

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
user avatar

Christopher J

Series 66

Columbus, OH

Vantage Financial partners, LLC

Christopher Johnson is a financial advisor at Vantage Financial Partners, LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Collaborative Financial Partners LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he is a partner in Maderville, LLC and is involved in insurance sales through Collaborative Insurance Partners. Vantage Financial Partners, LLC 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 focus on customized investment policy statements, strategic asset allocation, and tax-aware trading strategies.

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

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
user avatar

Abram C

Series 65

Huron, SD

Vantage Financial partners, LLC

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.

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