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William D
Series 66
Bismarck, ND
Vantage Point Wealth Management
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.
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