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James Patrick Bortolussi

Vpwm Advisors, LLC

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About James Patrick Bortolussi

James Bortolussi is a financial advisor with over 15 years of experience in the industry. James is currently registered with VPWM Advisors, LLC, and has been with the firm since 2014. Prior to joining VPWM Advisors, LLC, James worked for Ameriprise Financial Services, Inc. and UBS Paine Webber Inc.. James is a Certified Financial Planner and holds the Series 7, Series 63, and Series 66 securities licenses. James has experience providing a variety of financial services, including financial planning, portfolio management, and retirement planning. James specializes in providing financial advice to individuals and families, as well as businesses and charitable organizations.

Firm Information

James Bortolussi 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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James Bortolussi’s Registration & Firm History

MN

06/04/2014 - Present

Vpwm Advisors, LLC (PLYMOUTH MN)

MN

02/04/2009 - 04/03/2014

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

NJ

03/23/2001 - 02/12/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 02/24/2009

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for James Patrick Bortolussi. Review regulatory record here.
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