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MM

Michael D. Minnoch

VANTAGE POINT MANAGEMENT
North Ogden, UT 84414
Some features on this profile are disabled
CRD#: 4362604
MM

Professional summary


Michael Dee Minnoch is a registered financial advisor currently at VANTAGE POINT MANAGEMENT, INC. located in North Ogden, Utah.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 8 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 6 and Series 30 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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)ASSOCIATED PERSON OF MANAGED ACCOUNT RESEARCH INC.(unaffiliated firm) 25 HOURS PER MONTH - 10-2010 - MANAGED FUTURES, COMMODITIES & OPTIONS. 2) INDEPENDENT INSURANCE AGENT - SALES; LIFE (FIXED) CONTRACTS AS PART OF FINANCIAL PLAN 15 HOURS PER MONTH. Both activities are conducted at same address as Vantage Point Management, Inc.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Dee Minnoch'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®
None

Experience


Current

June 29, 2017 - Present

VANTAGE POINT MANAGEMENT, INC.

Office #1: 2727 North Washington Blvd Suite 100, North Ogden, UT 84414
RIA
CRD#: 287757
North Ogden, UT
Past

December 1, 2016 - May 5, 2017

VANTAGE POINT INVESTMENTS, INC.

RIA
CRD#: 156887
North Ogden, UT
Past

May 4, 2010 - December 2, 2013

GBS FINANCIAL CORP.

RIA
CRD#: 16906
SANDY, UT
Past

May 4, 2010 - December 2, 2013

GBS FINANCIAL CORP.

BD
CRD#: 16906
SANTA ROSA, CA
Past

June 24, 2004 - May 4, 2010

SPC

RIA
CRD#: 110692
NORTH OGDEN, UT
Past

October 21, 2003 - May 4, 2010

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
NORTH OGDEN, UT
Past

January 27, 2003 - October 16, 2003

OSAIC FA, INC.

RIA
CRD#: 3978
SALT LAKE CITY, UT
Past

January 27, 2003 - October 16, 2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

January 27, 2003 - October 16, 2003

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

February 9, 2002 - January 17, 2003

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
ANN ARBOR, MI
Past

March 14, 2001 - February 9, 2002

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA

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.

Highlighted states indicate IAR registrations

IAR
Utah
(6/29/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/1/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 12/1/2016
NFA Branch Manager Examination

Current Firm


VP
VANTAGE POINT MANAGEMENT, INC.
VANTAGE POINT MANAGEMENT, INC.

CRD#: 287757 / SEC#:

Utah
Registered Investment Advisory firm - (6/29/2017 Approved)
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Contact information


Main Address
2727 North Washington Blvd Suite 100, North Ogden, UT 84414
Mailing Address
Phone number
(801) 605-3344
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts92
AUM (Assets Under Management)$ 23,280,200

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.

Company Information


VANTAGE POINT MANAGEMENT, INC.

CRD#: 287757North Ogden, UT 84414

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