linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kong Meng Lee

Vpwm Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kong? Claim Your Profile

About Kong Meng Lee

Kong Meng Lee is a financial advisor registered with VPWM Advisors, LLC, based in Plymouth, MN. Kong has been in the financial industry since 2006 and has experience with a variety of investment products and services. Kong has a strong track record of helping individuals and families achieve their financial goals. Kong is committed to providing clients with personalized financial advice and guidance.

Firm Information

Kong Lee 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kong Lee’s Registration & Firm History

MN

01/24/2014 - Present

Vpwm Advisors, LLC (PLYMOUTH MN)

MN

03/02/2009 - 06/21/2012

VALIC FINANCIAL ADVISORS, INC. (EDINA MN)

MN

06/21/2005 - 03/04/2009

EDWARD JONES (SHOREVIEW MN)

Not sure if Kong Meng Lee is right for you?

Licenses & Designations

BOTH

Issued 05/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kong Meng Lee.
Not sure if Kong Meng Lee is right for you?