Vpwm Advisors

Vpwm Advisors (CRD# 167886) is a financial advisory firm headquartered in Plymouth, MN. They manage $213,000,000 in 1,850 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    1,850
    ACCOUNTS
  • Average Account Value
    $115,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, MN, NC, ND, NE, OK, SD, TX, UT, VA, WI, WY

Financial Advisors at Vpwm Advisors
Showing 1 - 10 of 13 top financial advisors.
1
Calvin H. Fleischer
CRD#: 1127155
505 North Highway 169, Suite 260, Plymouth, MN 55441
96
Wealthminder
score

Calvin Fleischer (CRD# 1127155) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 19 years of experience in the finance industry.

2
Benjamin A. Holm
CRD#: 5424014
505 North Highway 169, Suite 260, Plymouth, MN 55441
96
Wealthminder
score

Benjamin Holm (CRD# 5424014) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 10 years of experience in the finance industry. Benjamin Holm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Erik A. Johnson
CRD#: 3082426
919 South 7th Street, Suite 307, Bismarck, ND 58504
96
Wealthminder
score

Erik Johnson (CRD# 3082426) is an Investment Advisor Representative working at Vpwm Advisors in Bismarck, ND and has over 18 years of experience in the finance industry. Erik Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kong M. Lee
CRD#: 3264757
505 North Highway 169, Suite 260, Plymouth, MN 55441
93
Wealthminder
score

Kong Lee (CRD# 3264757) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 12 years of experience in the finance industry.

5
Jon R. Otterness
CRD#: 4568390
505 North Highway 169, Suite 260, Plymouth, MN 55441
93
Wealthminder
score

Jon Otterness (CRD# 4568390) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 15 years of experience in the finance industry.

6
Michael D. Pikkarainen
CRD#: 5982881
505 North Highway 169, Suite 260, Plymouth, MN 55441
93
Wealthminder
score

Michael Pikkarainen (CRD# 5982881) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 6 years of experience in the finance industry.

7
Michael L. Simonich
CRD#: 4440594
505 North Highway 169, Suite 260, Plymouth, MN 55441
93
Wealthminder
score

Michael Simonich (CRD# 4440594) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 16 years of experience in the finance industry.

8
Patrick L. Wight
CRD#: 4515056
505 North Highway 169, Suite 260, Plymouth, MN 55441
93
Wealthminder
score

Patrick Wight (CRD# 4515056) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 16 years of experience in the finance industry.

9
Jon K. Johansen
CRD#: 3002431
505 North Highway 169, Suite 260, Plymouth, MN 55441
83
Wealthminder
score

Jon Johansen (CRD# 3002431) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 20 years of experience in the finance industry.

10
Tedd M. Bradley
CRD#: 3224473
505 North Highway 169, Suite 260, Plymouth, MN 55441
81
Wealthminder
score

Tedd Bradley (CRD# 3224473) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 18 years of experience in the finance industry.

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