Denim W. Simper

VANTAGE POINT MANAGEMENT

North Ogden, UT 84414

Some features on this profile are disabled

CRD#: 6588491

Professional summary

Denim Wyatt Simper w, who also goes by Denim Wyatt Simper, is a registered financial advisor currently at VANTAGE POINT MANAGEMENT, INC. located in North Ogden, Utah.

Denim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Denim has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Denim Wyatt Simper

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.

Denim Simper is an independently licensed insurance agent. Business is conducted at the office of the Adviser and while the time spent on this activity will vary throughout the year it generally involves 1% of Mr. Simper's his time during business hours. Two non-investment activities: Mr. Simpler operates a U-Haul dealership in Vernal, UT and this activity generally involves up to 10% of his time. Timberline Storage in Vernal, UT may account for up to 50% of Mr. Simper's time during certain times of the year.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denim Wyatt Simper w'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

July 19, 2018 - Present

VANTAGE POINT MANAGEMENT, INC.

Office #1: 2727 North Washington Blvd Suite 100, North Ogden, UT 84414

RIA

CRD#: 287757

North Ogden, UT

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
(7/19/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/18/2018

Uniform Investment Adviser Law Examination

Current Firm

VANTAGE POINT MANAGEMENT, INC.

CRD#: 287757 / SEC#:

Utah

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	92
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.

Similar Advisors

Christian Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norfolk, NE

Joshua Gerber

PERELLA WEINBERG PARTNERS LP

NEW YORK, NY

Robert Johnson

CETERA INVESTMENT ADVISERS LLC

IAR

MUSKEGON, MI

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Denim W. Simper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denim Wyatt Simper w's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANTAGE POINT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2018

Current Firm

VANTAGE POINT MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VANTAGE POINT MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors