TB
Tedd M. Bradley
VANTAGE POINT WEALTH MANAGEMENT
Edina, MN 55345
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CRD#: 3224473
TB
Professional summary
Tedd Matthew Bradley, who also goes by Tedd Bradley, is a registered financial advisor currently at VANTAGE POINT WEALTH MANAGEMENT located in Edina, Minnesota and LPL FINANCIAL LLC located in Edina, Minnesota.
Tedd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Tedd has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tedd Bradley
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) VPWM Advisors LLC; Yes; Edina, MN; RIA; Investment Advisor Representative; 03/2014; 160/ HRS MO; 160/ HRS MO; Investment advice, asset management, & Financial Planning (2) LPL Financial LLC; Yes; Fort Mill, SC; Broker/ Dealer; Registered Representative; 06/2007; 10/ HRS MO: 10/ HRS MO; Financial recommendations and client transactions in securities markets (3) Tedd Bradley, Sole Proprietor; yes; Edina, MN; Insurance Services; Insurance Agent; 06/1999; 10/ HRS MO; 10/ HRS MO; Insurance product sales (4) Mr B's Bar-B-Q ; No; Bloomington, MN; Food Distribution; Consultant; 08/2013; 1/ HR MO; 0/ HR MO; Consulting (5) White Glove Workshops; yes; Edina, MN; Education; Instructor; 10/2018; 2/ HRS MO; 0/ HRS MO; Instruction
CRS (Client Relationship Summary) - RIA
Click below to view Tedd Matthew Bradley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 5, 2014 - Present
VANTAGE POINT WEALTH MANAGEMENT
Office #1: 7101 York Avenue Suite 350, Edina, MN 55345RIA
CRD#: 167886
Edina, MN
Current
June 29, 2007 - Present
LPL FINANCIAL LLC
Office #1: 7101 York Ave S Ste 350, Edina, MN 55435-4408RIA
BD
CRD#: 6413
Edina, MN
Past
June 29, 2007 - April 9, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
EDINA, MN
Past
July 20, 2005 - July 6, 2007
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
APPLE VALLEY, MN
Past
October 1, 2002 - July 21, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
PHOENIX, AZ
Past
March 5, 2002 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Past
November 30, 2001 - February 27, 2002
TCF INVESTMENTS, INC.
BD
CRD#: 34954
MINNEAPOLIS, MN
Past
May 5, 2000 - November 28, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 5, 2000 - November 28, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
September 7, 1999 - April 18, 2000
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
August 11, 1999 - September 7, 1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
August 11, 1999 - September 7, 1999
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VP
VANTAGE POINT WEALTH MANAGEMENT
FLEISCHER AND JOHNSON WEALTH MANAGEMENT | VPWM ADVISORS, LLC | VPWM ADVISORS | VANTAGE POINT WEALTH MANAGEMENT | NRP ADVISORS, LLC | NRP ADVISORS | NORTHERN RETIREMENT PARTNERS | FMS FINANCIAL PLANNING
CRD#: 167886 / SEC#: 801-99343
RIA
Registered Investment Advisory firm - (6/3/2015 Approved)Iowa
Registered Investment Advisory firm - (6/30/2015 Terminated)Minnesota
Registered Investment Advisory firm - (6/24/2015 Terminated)North Dakota
Registered Investment Advisory firm - (6/24/2015 Terminated)South Dakota
Registered Investment Advisory firm - (6/24/2015 Terminated)Texas
Registered Investment Advisory firm - (6/24/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/19/2008)
RR
California(4/30/2020)
RR
Colorado(8/19/2013)
RR
Florida(2/19/2009)
RR
Illinois(6/29/2007)
RR
Indiana(7/29/2008)
RR
Maryland(5/31/2025)
RR
Massachusetts(10/8/2023)
RR
Minnesota(6/29/2007)
IAR
Minnesota(3/5/2014)
RR
North Dakota(5/15/2014)
RR
Oklahoma(12/20/2007)
RR
South Dakota(8/19/2008)
RR
Virginia(2/17/2009)
RR
Wisconsin(6/29/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VP
VANTAGE POINT WEALTH MANAGEMENT
FLEISCHER AND JOHNSON WEALTH MANAGEMENT | VPWM ADVISORS, LLC | VPWM ADVISORS | VANTAGE POINT WEALTH MANAGEMENT | NRP ADVISORS, LLC | NRP ADVISORS | NORTHERN RETIREMENT PARTNERS | FMS FINANCIAL PLANNING
CRD#: 167886 / SEC#: 801-99343
RIA
Registered Investment Advisory firm - (6/3/2015 Approved)Iowa
Registered Investment Advisory firm - (6/30/2015 Terminated)Minnesota
Registered Investment Advisory firm - (6/24/2015 Terminated)North Dakota
Registered Investment Advisory firm - (6/24/2015 Terminated)South Dakota
Registered Investment Advisory firm - (6/24/2015 Terminated)Texas
Registered Investment Advisory firm - (6/24/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
505 North Highway 169 Suite 260, Plymouth, MN 55441
Mailing Address
Phone number
(763) 587-7120
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,361 |
| AUM (Assets Under Management) | $ 277,355,003 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
