WD
William J. Davis
VANTAGE POINT WEALTH MANAGEMENT
BISMARCK, ND 58503
Some features on this profile are disabled
CRD#: 4669409
WD
Professional summary
William Joseph Davis, who also goes by Bill Joseph Davis, is a registered financial advisor currently at VANTAGE POINT WEALTH MANAGEMENT located in Bismarck, North Dakota and LPL FINANCIAL LLC located in Bismarck, North Dakota.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. William has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Joseph Davis
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) 04/21/2025 - Vantage Point Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/21/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 2) 04/21/2025 - Davis Enterprises - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date:01/01/1992 - 1 Hrs/Mth - 0 Hrs During Trading. 3) 04/21/2025 - Davis Financial LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:01/01/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 4) 04/21/2025 - Vantage Point - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/21/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 5) 04/21/2025 - Vantage Point Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/21/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 6) 04/21/2025 - Up North Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/01/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 7) 04/21/2025 - Walleye On a Stick, LLC - Not Investment Related - Business Entity For Food Concessions - Home Based - Start Date:01/01/1999 - 4 Hrs/Mth - 48 Hrs During Trading. 8) 04/28/2025 - VPWM Advisors, LLC - Investment Related - Registered Investment Advisor Hybrid - Plymouth MN - Start Date:04/21/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through VPWM, LLC, an independent investment advisor firm. I started this business activity in 04/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 09/29/2025 - Non-Variable Insurance - Inv rel - At Reported Business Location(s) - Start Date:09/10/2025 - 2 Hrs/Mth - 2 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view William Joseph Davis'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
April 29, 2025 - Present
VANTAGE POINT WEALTH MANAGEMENT
Office #1: 1830 East Century Ave Suite 3a, Bismarck, ND 58503RIA
CRD#: 167886
BISMARCK, ND
Current
April 21, 2025 - Present
LPL FINANCIAL LLC
Office #1: 1830 East Century Ave Ste 3a, Bismarck, ND 58503RIA
BD
CRD#: 6413
BISMARCK, ND
Past
October 4, 2021 - April 23, 2025
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
BISMARCK, ND
Past
September 30, 2021 - April 23, 2025
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
BISMARCK, ND
Past
January 1, 2008 - September 30, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BISMARCK, ND
Past
January 1, 2008 - September 30, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BISMARCK, ND
Past
August 25, 2003 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
BISMARCK, ND
Past
August 18, 2003 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
BISMARCK, ND
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(4/21/2025)
RR
California(4/21/2025)
RR
Colorado(4/21/2025)
RR
Connecticut(4/21/2025)
RR
District of Columbia(7/15/2025)
RR
Florida(4/21/2025)
RR
Georgia(4/21/2025)
RR
Illinois(8/4/2025)
RR
Michigan(4/21/2025)
RR
Minnesota(4/28/2025)
RR
Missouri(6/24/2025)
RR
Montana(4/21/2025)
RR
Nevada(4/21/2025)
RR
North Dakota(4/21/2025)
IAR
North Dakota(4/29/2025)
RR
Oregon(4/21/2025)
RR
South Dakota(4/29/2025)
RR
Virginia(4/21/2025)
RR
Washington(4/21/2025)
RR
Wisconsin(4/21/2025)
RR
Wyoming(4/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VANTAGE POINT WEALTH MANAGEMENT
CRD#: 167886Bismarck, ND 58503TRUST BUT VERIFY
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