Financial advisor
Jeremy Gardner
At NorthRock Partners · Elm Grove, WI · Cincinnati, OH · Huron, SD · Watertown, SD · Columbus, OH · Youngstown, OH
Registered as JEREMY JAMES GARDNER
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Vantage Financial Partners | Vantage Financial Partners | NorthRock Partners | Acquisition | April 1, 2026 | $950M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| NORTHROCK PARTNERS, LLC | Investment adviser | April 1, 2026 | Current |
| VANTAGE FINANCIAL PARTNERS, LLC | Investment adviser | March 6, 2026 | April 29, 2026 |
| VANTAGE FINANCIAL PARTNERS, LLC | Investment adviser | August 18, 2021 | December 31, 2025 |
| THRIVENT ADVISOR NETWORK, LLC | Investment adviser | September 25, 2019 | August 19, 2021 |
| THRIVENT INVESTMENT MANAGEMENT INC. | Investment adviser | October 1, 2013 | September 25, 2019 |
| THRIVENT INVESTMENT MANAGEMENT INC. | Broker-dealer | September 9, 2013 | September 25, 2019 |
| THRIVENT INVESTMENT MANAGEMENT INC. | Investment adviser | August 15, 2005 | April 10, 2008 |
| THRIVENT INVESTMENT MANAGEMENT INC. | Broker-dealer | April 12, 2005 | April 10, 2008 |
| ADVEST, INC. | Broker-dealer | May 9, 2001 | September 10, 2004 |
| FERRIS, BAKER WATTS INCORPORATED | Broker-dealer | January 26, 2000 | May 15, 2001 |
| AMERICAN EXPRESS FINANCIAL ADVISORS INC. | Broker-dealer | July 9, 1999 | January 5, 2000 |
| IDS LIFE INSURANCE COMPANY | Broker-dealer | July 9, 1999 | January 5, 2000 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.