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Tedd Matthew Bradley

Vantage Point Wealth Management

Plymouth, MN

Edina, MN

CRD 3224473

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Employer firm

Vantage Point Wealth Management CRD 167886

$327M regulatory AUM 241 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Vantage Point Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-03-05
  • MN RA
    APPROVED
    Since 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

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
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
  • 10/2018 → Present
    White Glove Workshops
    Edina, MN
  • 08/2013 → Present
    Bradley Foods
    Ednia, MN
  • 06/1999 → Present
    Tedd Bradley, Sole Proprietor
    Edina, MN
  • 03/2014 → Present
    Vpwm Advisors, Llc Dba Vantage Point Wealth Management
    Edina, MN
  • 06/2007 → Present
    Lpl Financial, Llc
    Edina, MN
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-08-13
S63 Uniform Securities Agent State Law Examination 1999-05-25
  • S65 Uniform Investment Adviser Law Examination
    2005-08-13
  • S63 Uniform Securities Agent State Law Examination
    1999-05-25
Other Names
  • Tedd Bradley

View on SEC IAPD

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