Ethan
Imdieke

Vpwm Advisors, LLC

CRD#6616124
Investment Advisor
in Minneapolis, MN

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About this Advisor

Ethan Imdieke is a financial advisor operating in Minneapolis, Minnesota with a total of 1 year of relevant experience. Imdieke is an employee of Vpwm Advisors, LLC. Imdieke has gained experience at Vantage Point Wealth Management, Line Drive Sports, The Blake School, Lpl Financial and Vpwm Advisors, LLC. Imdieke holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. Vpwm Advisors, LLC is an advisory business operating out of Minneapolis, MN. The firm has offices in six locations and a total of 15 advisors. It has $303 million in assets under management between its 1,954 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,954 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules largely depend on the type of financial services provided. Fees billed by Vpwm Advisors, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

505 North Highway 169 Suite 260
Minneapolis, MN 55441

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Vpwm Advisors, LLC Brokerage Details

Total Assets Under Management

$303,198,638

MN Average: $5,289,111,388
Total Number of Employees

15

MN Average: 157
Total Number of Accounts

1,954

MN Average: 8,262
Average Account Size

$155,168

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Ethan Imdieke Work History

Ethan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial

2022 - Present (2 years)

Vpwm Advisors, LLC

2017 - Present (7 years)

The Blake School

2015 - 2022 (7 years)

Vantage Point Wealth Management

2015 - 2022 (7 years)

Vpwm Advisors, LLC

2009 - 2016 (7 years)

Line Drive Sports

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ethan Imdieke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vpwm Advisors, LLC

Kong Lee
Minneapolis, MN
Mark Neubauer
Minneapolis, MN
Benjamin Holm
Minneapolis, MN
Michael Simonich
Minneapolis, MN
James Erdmann
Minneapolis, MN
James Bortolussi
Minneapolis, MN
Ethan Imdieke
Minneapolis, MN
Joseph Mcrae
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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