BH
Benjamin A. Holm
VANTAGE POINT WEALTH MANAGEMENT
Plymouth, MN 55441
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CRD#: 5424014
BH
Professional summary
Benjamin Allan Holm, CFP® is a registered financial advisor currently at VANTAGE POINT WEALTH MANAGEMENT located in Plymouth, Minnesota and LPL FINANCIAL LLC located in Plymouth, Minnesota.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Benjamin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Retirement Income Management
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
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) VPWM Advisors LLC; Yes; Plymouth, MN; RIA; Investment Advisor Representative; 11/2013; 160/ HRS MO; 160/ HRS MO; Investment Advice, asset management, & Financial Planning (2) LPL Financial LLC; Yes; Fort Mill, SC; Broker/ Dealer; Registered Representative; 11/2012; 20/ HRS MO; 20/ HRS MO; Financial recommendations and client transactions in securities markets (3) Benjamin Holm, Sole Proprietor; Yes; Plymouth, MN; Insurance Sales; Insurance Agent; 01/2008; 10/ HRS MO; 10/ HRS MO; Insurance product sales (4) Bighorn Wealth Management; No; Plymouth, MN; Entity for Tax/Accounting purposes only; Owner; 03/2013; 1/ HR MO; 0/ HRS MO; Tax/ accounting
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Allan Holm'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®
CFP®
Start date: 2011
Experience
Current
January 24, 2014 - Present
VANTAGE POINT WEALTH MANAGEMENT
Office #1: 505 North Highway 169 Suite 260, Plymouth, MN 55441RIA
CRD#: 167886
Plymouth, MN
Current
November 12, 2012 - Present
LPL FINANCIAL LLC
Office #1: 505 N Highway 169 Suite 260, Plymouth, MN 55441Office #2: 220 Lake Street South, Suite I, Long Prairie, MN 56347RIA
BD
CRD#: 6413
Plymouth, MN
Past
January 7, 2013 - October 28, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
June 22, 2010 - November 13, 2012
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
SAUK RAPIDS, MN
Past
December 14, 2007 - June 23, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EDINA, MN
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(11/12/2012)
RR
California(11/12/2012)
RR
Colorado(7/18/2013)
RR
Florida(11/6/2015)
RR
Georgia(1/18/2017)
RR
Illinois(9/17/2024)
RR
Indiana(10/17/2022)
RR
Iowa(11/12/2012)
RR
Kentucky(2/4/2016)
RR
Minnesota(11/12/2012)
IAR
Minnesota(1/24/2014)
RR
Nebraska(1/18/2017)
RR
Nevada(4/7/2020)
RR
New Mexico(3/14/2024)
RR
New York(3/19/2024)
RR
North Dakota(2/4/2016)
RR
Oklahoma(1/7/2013)
RR
South Carolina(4/14/2025)
IAR
Texas(6/4/2014)
RR
Texas(7/30/2020)
RR
Utah(2/23/2021)
RR
Virginia(11/12/2012)
RR
Washington(11/12/2012)
RR
Wisconsin(11/6/2015)
RR
Wyoming(11/12/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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#: 167886Plymouth, MN 55441TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
