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505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-14 |
Branch Locations
505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
Moorhead, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Moorhead | MN | 08/2012 | Present |
| (Hybrid) Vpwm Advisors, Llc | Moorhead | MN | 01/2014 | Present |
| Michael Lawrence Simonich, Sole Proprietor | Moorhead | MN | 07/2004 | Present |
| Moorhead Area Public Schools | Moorehead | MN | 05/2023 | Present |
(1) VPWM Advisors LLC dba FMS Financial Planning; Yes; Moorhead, MN; RIA; Investment Advisor Representative; 01/2014; 160/ HRS MO; 160/ HRS MO; INVESTMENT ADVICE, ASSET MANAGEMENT, AND FINANCIAL PLANNING. (2) LPL Financial LLC; Yes; Fort Mill, SC; Broker-Dealer; Registered Representative; 08/2012; 10/ HRS MO; 10/ HRS MO; FINANCIAL RECOMMENDATIONS AND CLIENT TRANSACTIONS IN SECURITIES MARKTES. (3) Michael Simonich, Sole Proprietor; Yes; Moorhead, MN; Insurance Agent; 07/2004; 10/ HRS MO; 10/ HRS MO; INSURANCE PRODUCT SALES. (4) Moorhead Public Schools; No; Moorhead, MN; Athletic Coaching; Assistant Coach; 05/2023; 45/ HRS MO; 0/ HRS MO; ATHLETIC COACHING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-12 |
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