Advisor at Vantage Point Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vantage Point Wealth Management
Location
Cody, WY
Credentials
Series 63, Series 65
Industry experience
7 years
Samuel Holm is a financial advisor at Vantage Point Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Big Sky Financial Partners, LLC. Outside of his advisory role, Holm is involved in coaching college girls' basketball and basketball officiating. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies through LPL Financial’s platform and advisory programs.
Based on Vantage Point Wealth Management
Based on Vantage Point Wealth Management
Financial planning fixed fees range from $500 to $5,000
$0 - $100,000: 2.50% annually $100,001 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.50% annually $1,000,001+: 1.25% annually
Representatives receive external compensation as registered representatives of LPL Financial and as licensed insurance agents
Financial planning services hourly fee of $250 per hour
Fee-only: Financial planning hourly fee: $250/hour; Financial planning fixed fees: $500 to $5,000
Cody, WY
Wyoming
LPL Financial LLC
2025 - Present (1 year)
VPWM Advisors LLC
2025 - Present (1 year)
Coach NW College Girls Basketball
2025 - Present (1 year)
High Country Gutter Llc
2023 - 2024 (1 year)
Rafter SH Outside Company LLC
2022 - Present (4 years)
Big Sky Financial Partners, LLC
2021 - 2025 (4 years)
Turley Financial Inc
2021 - 2025 (4 years)
Cody High School Activities
2021 - 2025 (4 years)
Allstate Financial Services, LLC
2019 - 2025 (6 years)
Cody Basketball Officialls Llc
2017 - Present (9 years)
Allstate Insurance Co
2016 - 2025 (9 years)
Beemer Insurance (Allstate)
2016 - 2019 (3 years)
Samuel John Holm, Sole Proprietor
2016 - 2025 (9 years)
Cody Middle School Coach
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Cody, WY
Copperline Wealth Management & Planning
CFP®, Series 63, Series 66
Cody, WY
Copperline Wealth Management & Planning
Series 66
Cody, WY
O'Donnell Wealth Management
Series 63, Series 66
Cody, WY
O'Donnell Wealth Management
Series 66
Cody, WY
O'Donnell Wealth Management
Series 66
Cody, WY
O'Donnell Wealth Management
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