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505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-04 |
| MN | RA | APPROVED | 2014-01-24 |
Branch Locations
505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Plymouth | MN | 11/2012 | Present |
| Vpwm Advisors Llc | Plymouth | MN | 11/2013 | Present |
| Benjamin Allan Holm, Sole Proprietor | Plymouth | MN | 01/2008 | Present |
| Bighorn Wealth Management Llc | Plymouth | MN | 03/2013 | Present |
1) 2012-09-17 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Vantage Point Wealth Management / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2012-09-17 - hrs/mth - hrs/mth during trading 2) 2013-04-09 - None - Non-Variable Insurance - Y - at reported business location(s) - 2013-04-03 - hrs/mth - hrs/mth during trading 3) 2013-04-09 - Bighorn Wealth Management - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2013-04-03 - hrs/mth - hrs/mth during trading 4) 2016-08-02 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - VPWM Advisors LLC - Registered Investment Advisor - Y - at reported business location(s) - 2016-07-07 - 80hrs/mth - 60hrs/mth during trading - 5) 2026-05-15 - Acme Metal Spinning, Inc - For-Profit Board Member - N - Minneapolis MN - 2026-04-14 - 1hrs/mth - 1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-11 |
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