Vpwm Advisors

Vpwm Advisors (CRD# 167886) is a financial advisory firm headquartered in Plymouth, MN. They manage $140,000,000 in 1,400 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    1,400
    ACCOUNTS
  • Average Account Value
    $100,000
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
  • 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, CO, FL, GA, MN, ND, SD, TX, VA

Financial Advisors at Vpwm Advisors
Showing 1 - 10 of 11 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 9 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
505 North Highway 169, Suite 260, Plymouth, MN 55441
93
Wealthminder
score

Erik Johnson (CRD# 3082426) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 18 years of experience in the finance industry.

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
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.

6
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 15 years of experience in the finance industry.

7
Michael D. Pikkarainen
CRD#: 5982881
505 North Highway 169, Suite 260, Plymouth, MN 55441
90
Wealthminder
score

Michael Pikkarainen (CRD# 5982881) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 5 years of experience in the finance industry.

8
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 19 years of experience in the finance industry.

9
Joseph S. McRae
CRD#: 2087535
505 North Highway 169, Suite 260, Plymouth, MN 55441
72
Wealthminder
score

Joseph McRae (CRD# 2087535) is an Investment Advisor Representative working at Vpwm Advisors in Plymouth, MN and has over 27 years of experience in the finance industry.

10
Tedd M. Bradley
CRD#: 3224473
505 North Highway 169, Suite 260, Plymouth, MN 55441
69
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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.