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Financial ADVSR advisor directory · SEC adviser records

Vantage Point Wealth Management financial advisors in Plymouth, MN

Every SEC-registered investment adviser representative at a Vantage Point Wealth Management office in Plymouth, A to Z.

The short answer

11 registered advisors work at Vantage Point Wealth Management in Plymouth, out of 12 at the firm nationwide; it ranks number 9 in the city by advisors. 3 list the CFP designation and 11 are also registered broker representatives.

Vantage Point Wealth Management advisors in Plymouth, A to Z

Every Vantage Point Wealth Management advisor →

Vantage Point Wealth Management advisors in every city and state →Vantage Point Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Vantage Point Wealth Management advisors in other cities

Bismarck, ND 1Edina, MN 1

Other firms in Plymouth

All Plymouth advisors →

Wealth Enhancement Advisory Services, LLC 404MML Investors Services, LLC 34Berger Financial Group 33Ameriprise Financial Services, LLC 27Osaic Wealth, Inc. 20Advisory Solutions Group 17Cetera Investment Advisers LLC 15Feltl Advisors 11Kestra Advisory Services, LLC 10LPL Financial LLC 10Private Advisor Group, LLC 9Raymond James Financial Services Advisors, Inc. 8

Questions

How many financial advisors does Vantage Point Wealth Management have in Plymouth?

11 investment adviser representatives are registered at Vantage Point Wealth Management offices in Plymouth, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 3 list the CFP designation and 11 are also registered as broker representatives.

Is Vantage Point Wealth Management one of the largest advisor employers in Plymouth?

Vantage Point Wealth Management ranks number 9 in Plymouth by registered advisors; Wealth Enhancement Advisory Services, LLC has the most, with 404.

How do I check a Vantage Point Wealth Management advisor in Plymouth?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.