Michael Lawrence Simonich
Investment adviser representative at Vantage Point Wealth Management
22 yearsExperience
1 stateRegistered in
$326.6MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Moorhead Area Public SchoolsMay 2023 to now
- Vantage Point Wealth ManagementJan 2014 to now
- (hybrid) Vpwm Advisors, LLCJan 2014 to now
- LPL Financial LLCAug 2012 to now
- Michael Lawrence Simonich, Sole ProprietorJul 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MN).
Vantage Point Wealth Management
Legal name: Vpwm Advisors, LLC
$326.6MAssets managed
1,223Clients
15Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4440594
- Firm CRD
- 167886