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
Bismarck, ND 58503
Credentials
Series 66
Industry experience
22 years
William Davis is a financial advisor with Vantage Point Wealth Management, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and experience as a sole proprietor. Outside of financial advising, he has operated Walleye On A Stick LLC, a food concessions business, since 1991. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing multiple LPL Financial-sponsored programs and overseeing approximately $277 million in assets under management.
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
1830 East Century Ave, Suite 3 A
Bismarck, ND 58503
North Dakota
VPWM Advisors LLC
2025 - Present (1 year)
LPL FINANCIAL
2025 - Present (1 year)
Davis Financial LLC
2021 - Present (5 years)
WELLS FARGO ADVISORS LLC
2021 - 2025 (4 years)
Wells Fargo Advisors
2021 - 2025 (4 years)
Sole proprietor
2012 - Present (14 years)
Wells Fargo Clearing
2008 - 2021 (13 years)
Walleye On A Stick LLC
1991 - Present (35 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.
Series 63, Series 65, Series 66
Bismarck, ND
Dakota Wealth Advisors LLC
CFP®, Series 63, Series 65
Bismarck, ND
Fleischer & Johnson Wealth Management, Inc.
CFP®, Series 66
Bismarck, ND
Capital City Wealth Management, Inc.
CFP®, Series 66
Mandan, ND
Bona Fide Finance
Series 63, Series 65
Bismarck, ND
Triton Investments, LLC
Series 63, Series 65
Bismarck, ND
WNNW Wealth
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")