Vantage Point Wealth Management

James Erdmann is a financial advisor at Vantage Point Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at Thomson Reuters and Mill City Roasters. Erdmann also serves as a notary public. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies using LPL Financial’s platform and programs.

Ethan Imdieke is a financial advisor at Vantage Point Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked at VPWM Advisors LLC and LPL Financial since 2022. Outside of advising, Imdieke has been involved in athletic coaching at The Blake School since 2017. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a blend of fundamental and technical analysis alongside model-based and manager-access strategies, leveraging LPL Financial’s platform and advisory programs.

Michael Simonich is a financial advisor with Vantage Point Wealth Management in Moorhead, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at LPL Financial LLC and operating as a sole proprietor, Michael Lawrence Simonich. Outside of his advisory work, he serves as an assistant athletic coach for Moorhead Area Public Schools. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities, offering portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm utilizes a blend of fundamental and technical analysis alongside model-based and manager-access strategies, leveraging LPL Financial’s platform and programs.

Samuel Holm is a financial advisor at Vantage Point Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Big Sky Financial Partners, LLC. Outside of his advisory role, Holm is involved in coaching college girls' basketball and basketball officiating. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies through LPL Financial’s platform and advisory programs.

Joseph Mcrae is a financial advisor with Vantage Point Wealth Management, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with VPWM Advisors LLC since 2014 and has worked with LPL Financial since 2008. Outside of his advisory role, he assists with financial reporting for his wife's advertising and marketing firm. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities, offering portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platform and a range of advisory programs.

Christopher Pavek is a financial advisor at Vantage Point Wealth Management with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Feltl Advisors and LPL Financial. Outside of his advisory work, he operates a sole proprietorship focused on sports card promotion and sales. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis alongside model-based and manager-access strategies, leveraging LPL Financial’s platform and advisory programs.

Kong Lee is a financial advisor with Vantage Point Wealth Management, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His career includes roles at Ascension Wealth Stewardship LLC, VPMW Advisors, LLC, and LPL Financial, LLC, as well as operating as a sole proprietor since 2005. He is also an independent insurance agent. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, leveraging LPL Financial’s platform and programs.

Mark Neubauer is a financial advisor with Vantage Point Wealth Management and holds a Series 63 designation. He has 35 years of industry experience and has worked at firms including L.A.C. Enterprises Inc. and Arazon Financial Group. Neubauer is also registered with LPL Financial LLC as a representative. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing a range of LPL Financial-sponsored programs.

Kimberly Braley is a financial advisor at Vantage Point Wealth Management with one year of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Up North Wealth Advisors. Outside of her advisory role, she is involved with Walleye On A Stick LLC. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities, offering portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies, utilizing various LPL Financial-sponsored advisory programs.

William Davis is a financial advisor with Vantage Point Wealth Management, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and experience as a sole proprietor. Outside of financial advising, he has operated Walleye On A Stick LLC, a food concessions business, since 1991. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing multiple LPL Financial-sponsored programs and overseeing approximately $277 million in assets under management.

Ethan Magnuson is a financial advisor with Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 credential and two years of industry experience. His prior work includes roles at LPL Financial, Teachers on Call, and Calvary Childcare. He also operates as a sole proprietor offering insurance product sales. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies, leveraging LPL Financial’s platform and programs.

Jon Otterness is a financial advisor at Vantage Point Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC and Ameriprise Financial Services, Inc. He has also operated as a sole proprietor since 2006. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platforms and programs.

James Bortolussi is a CFP® professional with 18 years of experience in financial advising. He is affiliated with Vantage Point Wealth Management and has operated his sole proprietorship since 2009, providing insurance services alongside his advisory roles. He has been involved with Vantage Point Wealth Management and related entities since 2014. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platform and programs to support client objectives and portfolio oversight.

Benjamin Holm is a Certified Financial Planner® with 18 years of experience in financial advising. He is currently with Vantage Point Wealth Management and has held roles at VPWM Advisors LLC, Bighorn Wealth Management LLC, and LPL Financial, LLC. Holm also operates as a sole proprietor offering insurance product sales. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing a range of LPL Financial-sponsored advisory programs.

Tedd Bradley is a financial advisor with Vantage Point Wealth Management, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Vantage Point Wealth Management since 2014 and has a background that includes roles at LPL Financial and his own sole proprietorship. Outside of advisory work, he serves as an instructor for White Glove Workshops. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies, leveraging LPL Financial’s platform and offerings.