Vpwm Advisors, LLC
Vpwm Advisors, LLC (CRD# 167886) is a financial advisory firm headquartered in Plymouth, MN. They manage $327,754,067 in 2,014 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management328MILLION
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Total Number of Accounts2,014ACCOUNTS
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Average Account Value$162,738
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, MI, MN, MT, NC, ND, NE, OH, SC, TX, VA, WA, WI, WY
James Bortolussi (CRD# 4338830) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 23 years of experience in the finance industry.
Tedd Bradley (CRD# 3224473) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 24 years of experience in the finance industry.
Benjamin Holm (CRD# 5424014) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 16 years of experience in the finance industry.
Kong Lee (CRD# 3264757) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 18 years of experience in the finance industry.
Joseph McRae (CRD# 2087535) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 33 years of experience in the finance industry.
Mark Neubauer (CRD# 2018228) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 34 years of experience in the finance industry.
Jon Otterness (CRD# 4568390) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 21 years of experience in the finance industry.
Christopher Pavek (CRD# 2482160) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 29 years of experience in the finance industry.
Michael Simonich (CRD# 4440594) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 22 years of experience in the finance industry.
James Erdmann (CRD# 7133732) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 4 years of experience in the finance industry.