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505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-11-11 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-03 |
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