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Sydney Erin Wilson

Beacon Pointe Advisors, LLC

Lake Elmo, MN

Newport Beach, CA

CRD 8022288

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Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-01-31
  • MN RA
    APPROVED
    Since 2025-01-31

Branch Locations

8665 Hudson Blvd N Suite 100, Lake Elmo, MN 55042 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Beacon Pointe Advisors, Llc Lake Elmo MN 10/2024 Present
Landmark Wealth Management Group Lake Elmo MN 09/2024 10/2024
Landmark Wealth Management Group Lake Elmo MN 06/2024 09/2024
University Of Minnesota -Twin Cities Minneapolis MN 09/2020 05/2024
Java Dock Cafe Port Washington WI 06/2022 01/2024
Starbucks Saukville WI 05/2021 08/2021
Firehouse Subs Grafton WI 06/2019 06/2021
Port Washington High School Port Washington WI 09/2016 06/2020
  • 10/2024 → Present
    Beacon Pointe Advisors, Llc
    Lake Elmo, MN
  • 09/2024 → 10/2024
    Landmark Wealth Management Group
    Lake Elmo, MN
  • 06/2024 → 09/2024
    Landmark Wealth Management Group
    Lake Elmo, MN
  • 09/2020 → 05/2024
    University Of Minnesota -Twin Cities
    Minneapolis, MN
  • 06/2022 → 01/2024
    Java Dock Cafe
    Port Washington, WI
  • 05/2021 → 08/2021
    Starbucks
    Saukville, WI
  • 06/2019 → 06/2021
    Firehouse Subs
    Grafton, WI
  • 09/2016 → 06/2020
    Port Washington High School
    Port Washington, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-31
  • S65 Uniform Investment Adviser Law Examination
    2025-01-31

View on SEC IAPD

Nearby Firms

SCM INVESTMENT SERVICES
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.

Nearby Investors

MICHAEL LEE ERPENBACH
Paige Joann Hoffman
WILLY FRED ZIMMERMAN

Nearby Offices

SCM INVESTMENT SERVICES · LAKE ELMO, MN
LPL FINANCIAL LLC · LAKE ELMO, MN
PRINCIPAL SECURITIES, INC. · LAKE ELMO, MN

More in Lake Elmo, MN

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