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JS

Jill E. Smith

VANTAGE POINT WEALTH MANAGEMENT
PLYMOUTH, MN 55441
CRD#: 6283756
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JS
Jill Elizabeth SmithVANTAGE POINT WEALTH MANAGEMENT

Professional summary

Jill Elizabeth Smith, who also goes by Jill Elizabeth Asay, Jill Elizabeth Costain, Elizabeth Smith, is a registered financial advisor currently at VANTAGE POINT WEALTH MANAGEMENT located in Plymouth, Minnesota and LPL FINANCIAL LLC located in Plymouth, Minnesota.

Jill is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jill has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jill Elizabeth Asay | Jill Elizabeth Costain | Elizabeth Smith

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Elizabeth Smith's CRS (Customer Relationship Summary).
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 12, 2026 - Present

VANTAGE POINT WEALTH MANAGEMENT

Office #1: 505 North Highway 169 Suite 260, Plymouth, MN 55441
RIA
CRD#: 167886
PLYMOUTH, MN
Current

June 8, 2026 - Present

LPL FINANCIAL LLC

Office #1: 505 N Highway 169 Suite 260, Plymouth, MN 55441
RIA
BD
CRD#: 6413
PLYMOUTH, MN
Past

September 1, 2023 - June 4, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
LAKE OSWEGO, OR
Past

September 1, 2023 - June 4, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
LAKE OSWEGO, OR
Past

September 1, 2020 - September 1, 2023

OSAIC SERVICES, INC.

RIA
CRD#: 133763
LAKE OSWEGO, OR
Past

September 1, 2020 - September 1, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
LAKE OSWEGO, OR
Past

May 23, 2018 - September 11, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
LAKE OSWEGO, OR
Past

January 16, 2014 - March 2, 2018

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
BEAVERTON, OR

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
Minnesota
(6/8/2026)
IAR
Minnesota
(6/12/2026)
RR
North Carolina
(6/9/2026)
RR
Oregon
(6/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/26/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/31/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/30/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/16/2014
Investment Company Products/Variable Contracts Representative Examination
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)
Loading...

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 (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - VPWM ADVISORS (3/14/2025)
ADV PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts1,361
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.

Company Information

VANTAGE POINT WEALTH MANAGEMENT

CRD#: 167886Plymouth, MN 55441

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