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Michael Lawrence Simonich

Vpwm Advisors, LLC

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About Michael Lawrence Simonich

Michael Lawrence Simonich is an investment advisor representative with Vpwm Advisors, LLC. Michael has been in the industry since 2001. Michael holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Michael specializes in financial planning, investment management, and educational seminars. Michael also provides selection of other advisors services. Prior to joining Vpwm Advisors, LLC, Michael was associated with VALIC Financial Advisors, Inc. and LPL Financial LLC. Michael is based in Plymouth, MN and is licensed to conduct business in Minnesota, North Dakota, and Washington.

Firm Information

Michael Simonich 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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Michael Simonich’s Registration & Firm History

MN

01/14/2014 - Present

Vpwm Advisors, LLC (PLYMOUTH MN)

MN

09/24/2001 - 08/09/2012

VALIC FINANCIAL ADVISORS, INC. (EDINA MN)

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Licenses & Designations

IA

Issued 05/30/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Lawrence Simonich.
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