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Vantage Point Wealth Management financial advisors in Minnesota
Every SEC-registered investment adviser representative at a Vantage Point Wealth Management office in Minnesota, by city and A to Z.
The short answer
11 registered advisors work at Vantage Point Wealth Management in Minnesota, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Plymouth (11). 3 list the CFP designation and 11 are also registered broker representatives.
Vantage Point Wealth Management advisors by city in Minnesota
Every firm in Minnesota →Vantage Point Wealth Management advisors in Minnesota, A to Z
Search by name →- James P. BortolussiPlymouth · Certified Financial Planner
- Kimberly J. BraleyPlymouth
- William J. DavisPlymouth
- James N. ErdmannPlymouth
- Benjamin A. HolmPlymouth · Certified Financial Planner
- Ethan F. MagnusonPlymouth
- Joseph S. McRaePlymouth
- Jon R. OtternessPlymouth
- Christopher J. PavekPlymouth
- Michael L. SimonichPlymouth
- Jill E. SmithPlymouth · Certified Financial Planner
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Questions
How many Vantage Point Wealth Management financial advisors are in Minnesota?
11 investment adviser representatives are registered at Vantage Point Wealth Management offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 3 list the CFP designation and 11 are also registered as broker representatives.
Where in Minnesota does Vantage Point Wealth Management have the most advisors?
Plymouth, with 11. Vantage Point Wealth Management has advisors in 1 city in Minnesota.
How do I check a Vantage Point Wealth Management advisor in Minnesota?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Vantage Point Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.