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Denim Simper

Advisor at Vantage Point Management, Inc.

Updated today
Vantage Point Management, Inc. logo

Firm

Vantage Point Management, Inc.

Location

North Ogden, UT 84414

Credentials

Series 65

Industry experience

7 years

About

Denim Simper is a Series 65-licensed advisor with Vantage Point Management, Inc., where he has worked since 2014 in various capacities, accumulating seven years of industry experience. He also operates a U-Haul dealership and Timberline Storage in Vernal, UT, which comprise a notable portion of his non-investment activities. Additionally, he is an independently licensed insurance agent. Vantage Point Management is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of modified passive, strategic, and tactical investment strategies across ETFs, equities, and fixed income, and offers discretionary portfolio management, financial planning, and back-office services.

Client services

Based on Vantage Point Management, Inc.

Financial planning Portfolio management
Consultation services, back-office services for unaffiliated investment advisers

Expertise

Based on Vantage Point Management, Inc.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Vantage Point Management, Inc.

Founder/Business Owner Retired Executive

Fee options

Percentage

$0 - $2,000,000: 1.95% annually $2,000,001+: 1.75% annually

Commissions

Certain personnel (Denim Simper) earn commissions from insurance sales; Michael Minnoch earns commissions from futures via affiliated entities, separate from VPM advisory fees.

Project-based

Consultation Services invoiced at $100 per hour.

Other

Fee-only: Investment Management Services are fee-only, no commissions accepted by VPM.

Location

2727 North Washington Blvd, Suite 100

North Ogden, UT 84414

Most active in

Utah

Work history

Vantage Point Management

2018 - Present (8 years)

Gap Year - Not employed

2017 - 2018 (1 year)

Vantage Point Managment

2017 - 2017 (1 year)

Vantage Point Investments

2014 - 2016 (2 years)

Westminster College

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brett A

Series 65

Ogden, UT

Cash Flow Investment Services LLC

Active portfolio management
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Elliot M

Series 63, Series 65

Ogden, UT

Sanguine Owl, Lc

Options & derivatives strategies Concentrated stock management

Garrett B

CFP®

West Haven, UT

Bybee Wealth Management LLC

Navigating the intricate financial world is a challenge, especially for small business owners and medical professionals who are deeply immersed in their respective fields. That's where Garrett, a Certified Financial Planner™, comes into play. With a deep-rooted passion for financial clarity and a genuine understanding of the unique hurdles faced by entrepreneurs and healthcare providers, Garrett has dedicated their career to crafting bespoke financial strategies. Their approach is more than just number-crunching; it's about understanding individual stories, ambitions, and concerns. Offering a harmonious blend of industry expertise and personalized attention, Garrett is committed to transforming complex financial jargons into actionable insights, ensuring that every client feels confident and informed about their financial future.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Technology Professional Founder/Business Owner Gen X (Born 1965-1980)
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Jackson L

Series 65

South Weber, UT

Miser Asset Management

Wealth management Private / alternative investments Real estate investing
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Shannon I

Series 63, Series 66

Hooper, UT

Synergy FG

Wealth management Private / alternative investments Founder/Business Owner
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Jeffrey V

CFP®, Series 63, Series 65

Ogden, UT

Von Colln Financial Group

Retirement income strategy General estate planning guidance Tax strategies for small businesses Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting Founder/Business Owner Executive
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