Jon Richard Otterness
Investment adviser representative at Vantage Point Wealth Management
20 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
20 years in the industry.
- Vantage Point Wealth ManagementFeb 2018 to now
- LPL Financial LLCDec 2017 to now
- Vpwm Advisors, LLCFeb 2017 to now
- Jon Otterness Sole ProprietorOct 2006 to now
- Ameriprise Financial Services, Inc.Nov 2007 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
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
- 4568390
- Firm CRD
- 167886