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505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-08 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Bismarck | ND | 12/2024 | 04/2025 |
| Missouri Slope | Bismarck | ND | 11/2021 | 07/2022 |
| Unemployed | Bismarck | ND | 06/2020 | 11/2021 |
| Reflections Academy | Thompson Falls | MT | 04/2019 | 06/2020 |
| Family Dollar | Mclaughlin | SD | 07/2018 | 03/2019 |
| Family Dollar | Bismarck | ND | 09/2017 | 07/2018 |
| Family Dollar | Hardin | MT | 03/2017 | 09/2017 |
| Unemployed | Glendive | MT | 11/2016 | 03/2017 |
| Glendive Medical Center | Glendive | MT | 08/2016 | 11/2016 |
| Lpl Financial Dba Boundary Waters Wealth Management Llc | Bismarck | ND | 04/2025 | Present |
| Vpwm Advisors Llc | Bismarck | ND | 04/2025 | 03/2026 |
| Wells Fargo Advisors Llc | Bismarck | ND | 12/2024 | 04/2025 |
| Up North Wealth Advisors | Bismarck | ND | 09/2022 | 12/2024 |
| Walleye On A Stick Llc | Bismarck | ND | 08/2022 | Present |
| Boundary Waters Wealth Management Llc | Richfiled | MN | 03/2026 | Present |
| Vpwm Advisors Llc Dba Boundary Waters Wealth Management Llc | Plymouth | MN | 03/2026 | Present |
1) 2026-04-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Boundary Waters Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 160 - 160 - at reported business location(s) - 2026-04-02 - Investment Advisory Services, DBA for LPL Business 2) 2026-01-31 - Vantage Point Wealth Management - Outside/W-2 Employment - Y - 90 - 90 - Plymouth MN - 2026-01-12 - Scheduling, Answering Phones, Filing 3) 2025-04-21 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Up North Wealth Advisors - DBA for LPL Business (entity for LPL business) - Y - - - at reported business location(s) - 2025-04-17 - 4) 2025-04-21 - 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 - 160 - 40 - at reported business location(s) - 2025-04-17 - 5) 2025-04-28 - Vantage Point Wealth Management - Registered Investment Advisor Hybrid - Y - 150 - 37.5 - at reported business location(s) - 2025-03-02 - 6) 2025-04-21 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Vantage Point - DBA for LPL Business (entity for LPL business) - Y - 150 - 37.5 - at reported business location(s) - 2025-03-02 - 7) 2025-04-21 - Wall-Eye on a stick - Outside/W-2 Employment - N - 0 - 20 - 2607 Atlas Drive Bismarck, ND 58503 - 2025-03-02 - 8) 2025-04-21 - Kimberly Braley Notary - Notary - Y - 1 - 1 - at reported business location(s) - 2025-03-02 - 9) 2026-03-25 - Boundary Waters Wealth Management LLC - Managing Member - dba use for IAR and RR activity - at reported locations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-04 |
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