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Benjamin Allan Holm

Vpwm Advisors, LLC

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About Benjamin Allan Holm

Benjamin Allan Holm is a financial advisor currently registered with Vpwm Advisors, LLC. Benjamin Holm has been in the industry since 2007 and has a Series 7, SIE and Series 66 licenses. Benjamin Holm is a Certified Financial Planner and has a number of specialties, including investment advice, retirement planning, education planning, and insurance. Benjamin Holm has previously worked with Raymond James Financial Services, Inc. and Ameriprise Financial Services, Inc. Benjamin Holm is registered with the state of Minnesota as a Registered Investment Advisor and has additional registrations in 23 other states.

Firm Information

Benjamin Holm is currently registered with Vpwm Advisors, LLC. Vpwm Advisors, LLC is an investment advisor located in Plymouth, MN. They manage approximately $327,754,067 in assets for individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Their advisory services include financial planning, educational seminars, selection of other advisors, and portfolio management. Vpwm Advisors, LLC participates in wrap fee programs.
Vpwm Advisors, LLC

505 NORTH HIGHWAY 169

PLYMOUTH, MN 55441

$327.75M

Assets Under Management

5

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Holm’s Registration & Firm History

MN

06/04/2014 - Present

Vpwm Advisors, LLC (PLYMOUTH MN)

MN

06/22/2010 - 11/13/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (SAUK RAPIDS MN)

MN

12/14/2007 - 06/23/2010

AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)

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Licenses & Designations

BOTH

Issued 01/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Allan Holm.
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