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Current Employers
Vantage Point Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2025-11-11
  • WY RA
    APPROVED
    Since 2025-11-11

Branch Locations

Cody, WY • United States

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
Allstate Insurance Co Northbrook IL 04/2016 11/2025
Beemer Insurance (Allstate) Cody WY 03/2016 05/2019
Cody Basketball Officialls Llc Cody WY 10/2017 Present
Cody Middle School Coach Cody WY 10/2014 07/2021
Cody High School Activities Cody WY 07/2021 08/2025
Rafter Sh Outside Company Llc Cody WY 08/2022 Present
High Country Gutter Llc Cody WY 03/2023 07/2024
Allstate Financial Services, Llc Lincoln NE 09/2019 11/2025
Turley Financial Inc Cody WY 07/2021 11/2025
Big Sky Financial Partners, Llc Cody WY 07/2021 11/2025
Coach Nw College Girls Basketball Powell WY 09/2025 Present
Lpl Financial Llc Cody WY 11/2025 Present
Vpwm Advisors Llc Cody WY 11/2025 Present
Samuel John Holm, Sole Proprietor Cody WY 02/2016 11/2025
  • 04/2016 → 11/2025
    Allstate Insurance Co
    Northbrook, IL
  • 03/2016 → 05/2019
    Beemer Insurance (Allstate)
    Cody, WY
  • 10/2017 → Present
    Cody Basketball Officialls Llc
    Cody, WY
  • 10/2014 → 07/2021
    Cody Middle School Coach
    Cody, WY
  • 07/2021 → 08/2025
    Cody High School Activities
    Cody, WY
  • 08/2022 → Present
    Rafter Sh Outside Company Llc
    Cody, WY
  • 03/2023 → 07/2024
    High Country Gutter Llc
    Cody, WY
  • 09/2019 → 11/2025
    Allstate Financial Services, Llc
    Lincoln, NE
  • 07/2021 → 11/2025
    Turley Financial Inc
    Cody, WY
  • 07/2021 → 11/2025
    Big Sky Financial Partners, Llc
    Cody, WY
  • 09/2025 → Present
    Coach Nw College Girls Basketball
    Powell, WY
  • 11/2025 → Present
    Lpl Financial Llc
    Cody, WY
  • 11/2025 → Present
    Vpwm Advisors Llc
    Cody, WY
  • 02/2016 → 11/2025
    Samuel John Holm, Sole Proprietor
    Cody, WY
Previous Registrations
Other Businesses

1. 11/2025 - Rafter SH Outside Comp - Business Owner - Not Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Cody WY 82414 - OBA Start Date: 06/01/2021 2. 10/2025 - NW College Girls Basketball Assistant - Coach/ Sports/ Fitness - Not Inv Related - 20 Hour(s)/Month - 0 Hour(s) During Trading - Powell WY 82435 - OBA Start Date: 09/16/2025 3.10/2025 - Vantage Point Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 11/5/2025 4. 09/2025 - Cody Basketball Officials - Coach/ Sports/ Fitness - Not Inv Related - 1 Hour Month - 0 Hours During Trading - Start date: 10/01/2007 5. 11/13/2025 - VPWM Advisors LLC - Registered Investment Advisor Hybrid - RIA - Investment Related - At Reported Business location(s) - Start Date 11/03/2025 - 160 hours per month/ during trading - I provide investment advisory services through VPWM Advisors LLC, an independent investment advisor firm. I started this business activity in 11/2025. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-14
S63 Uniform Securities Agent State Law Examination 2019-10-03
  • S65 Uniform Investment Adviser Law Examination
    2025-04-14
  • S63 Uniform Securities Agent State Law Examination
    2019-10-03
Other Names
  • Samuel J Holm
  • Sam Holm

View on SEC IAPD

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