Elm Grove, WI Office

Benjamin Irons is an advisor at NorthRock Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining NorthRock, he worked at Vantage Financial Partners, LLC and held various roles in hospitality and administrative offices. NorthRock Partners offers comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a tailored investment approach focused on asset allocation, diversification, and integrates private market allocations along with AI-supported tax-aware investing and portfolio monitoring.

Andrew Meyer is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2026. His prior experience includes roles at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, Meyer is a partial owner of entities providing tax preparation services. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, frequently utilizing independent managers and incorporating private market investments into client portfolios.

Jesse Niederbaumer is a financial advisor with NorthRock Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Vantage Financial Partners, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Outside of advising, he is involved in managing tax preparation services and private equity funds through several related business ventures. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI tools alongside human oversight.

Jeremy Gardner is a financial advisor at NorthRock Partners, LLC with 21 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, Gardner is involved in private equity fund management and tax preparation services through his ownership interests in several related business ventures. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation and diversification, incorporating private market investments and using both automated tools and human oversight to support tax-aware investing and portfolio management.

Philip Nybroten is a financial advisor at NorthRock Partners, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Vantage Financial Partners, The Leaders Group, and Principal Securities. Nybroten also engages in insurance sales through VF Insurance LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and ongoing oversight, integrating private market allocations and using AI tools to support tax-aware investing and risk assessment.