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Current Employers
Vantage Point Wealth Management

505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-07-28
  • MN RA
    APPROVED
    Since 2021-07-28

Branch Locations

505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thomson Reuters Eagan MN 08/2018 06/2019
Mill City Roasters Minneapolis MN 06/2018 07/2018
All Safe Global, Inc. Wyoming MN 04/2016 10/2020
Lpl Financial, Llc Plymouth MN 06/2019 Present
Vpwm Advisors Llc Plymouth MN 07/2019 Present
Vpwm Advisors Llc Plymouth MN 07/2019 Present
Lpl Financial, Llc Plymouth MN 06/2019 Present
Vpwm Advisors, Llc Plymouth MN 03/2021 Present
  • 08/2018 → 06/2019
    Thomson Reuters
    Eagan, MN
  • 06/2018 → 07/2018
    Mill City Roasters
    Minneapolis, MN
  • 04/2016 → 10/2020
    All Safe Global, Inc.
    Wyoming, MN
  • 06/2019 → Present
    Lpl Financial, Llc
    Plymouth, MN
  • 07/2019 → Present
    Vpwm Advisors Llc
    Plymouth, MN
  • 07/2019 → Present
    Vpwm Advisors Llc
    Plymouth, MN
  • 06/2019 → Present
    Lpl Financial, Llc
    Plymouth, MN
  • 03/2021 → Present
    Vpwm Advisors, Llc
    Plymouth, MN
Other Businesses

1. 8/14/2019 - Vantage Point Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/30/2019 - 160 Hrs/Mth - 0 Hrs During Trading. - Time Spent 100%. 2.08/23/2019 - VPWM Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 07/30/2019 - 160 Hrs/Mth - 8 Hrs During Trading- Time Spent 75% - I provide administrative support to VPWM Advisors LLC, an independent investment advisor firm. I started this business activity in 07/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. Time spent on business 100%. 3) 08/20/2025 -Notary Public - Investment Related - At Reported Business Location(s) - Start Date:06/21/1996 - 1 Hrs/Mth - 1 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-01
  • S66 Uniform Combined State Law Examination
    2020-02-01

View on SEC IAPD

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