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Jon Richard Otterness

Vpwm Advisors, LLC

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About Jon Richard Otterness

Jon Otterness is a financial advisor at VPWM Advisors, LLC. Jon has been in the financial services industry since 2002 and has extensive experience in providing investment advice to individuals and businesses. Jon holds several licenses and certifications, including the Series 7, 6, and 66 licenses. Jon is also a registered investment advisor with VPWM Advisors, LLC. Jon is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Jon Otterness 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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Jon Otterness’s Registration & Firm History

MN

02/02/2018 - Present

Vpwm Advisors, LLC (PLYMOUTH MN)

MN

11/21/2007 - 12/11/2017

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

11/08/2006 - 01/23/2007

EDWARD JONES (EXCELSIOR MN)

MN

09/25/2002 - 10/31/2005

SAMMONS SECURITIES COMPANY, LLC (MAYER MN)

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Licenses & Designations

BOTH

Issued 12/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2006

Series 7 - General Securities Representative Examination

BC

Issued 09/24/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Richard Otterness.
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