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Vantage Point Wealth Management CRD 167886
$327M regulatory AUM 241 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-03-05 |
Branch Locations
505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
7101 York Avenue Suite 350, Edina, MN 55345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Glove Workshops | Edina | MN | 10/2018 | Present |
| Bradley Foods | Ednia | MN | 08/2013 | Present |
| Tedd Bradley, Sole Proprietor | Edina | MN | 06/1999 | Present |
| Vpwm Advisors, Llc Dba Vantage Point Wealth Management | Edina | MN | 03/2014 | Present |
| Lpl Financial, Llc | Edina | MN | 06/2007 | Present |
(1) VPWM Advisors LLC; Yes; Edina, MN; RIA; Investment Advisor Representative; 03/2014; 160/ HRS MO; 160/ HRS MO; Investment advice, asset management, & Financial Planning (2) LPL Financial LLC; Yes; Fort Mill, SC; Broker/ Dealer; Registered Representative; 06/2007; 10/ HRS MO: 10/ HRS MO; Financial recommendations and client transactions in securities markets (3) Tedd Bradley, Sole Proprietor; yes; Edina, MN; Insurance Services; Insurance Agent; 06/1999; 10/ HRS MO; 10/ HRS MO; Insurance product sales (4) Mr B's Bar-B-Q ; No; Bloomington, MN; Food Distribution; Consultant; 08/2013; 1/ HR MO; 0/ HR MO; Consulting (5) White Glove Workshops; yes; Edina, MN; Education; Instructor; 10/2018; 2/ HRS MO; 0/ HRS MO; Instruction
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-25 |
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