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Paladin Research Report For:

Vector Wealth Management

Key Contact: Bob Lawson

I. Snapshot

A. Key Contact Name
  • Bob Lawson
  • Telephone: (612) 378-7560
B. Combined Credentials of Key Professionals
  • Number of Firm Professionals: 24
    Average Years of Experience: 12
    Combined Degrees: 28
    Certifications: 40
C. Firm Record of Compliance
  • No Disclosures
D. Assets Under Management & Advisement
  • $1,000,000,000
E. Minimum Asset Requirement
  • $500,000
F. Types of Client Relationships
  • Traditional
  • Virtual

II. Contact Information

A. Key Contact
  • Bob Lawson
B. Main Location
  • 43 SE Main St. Suite 236
    Minneapolis, Minnesota, 55414
C. Additional Locations
  • None
D. Telephone
  • Main: 612.378.7560

III. Internet

A. Website URL
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Vector Wealth Management
B. Name of Registered Investment Advisor
  • SNS Financial Group, LLC
C. Name of Broker/Dealer
  • None

V. Professionals

VI. Firm Registration, Licensing, Compliance

A. Firm Registration (Advice & Services for Fees)
  • RIA
B. Type of RIA Registration
  • SEC
C. Firm Licenses (Commission Products)
  • Securities: No
  • Insurance: No
D. Firm Registration & License Numbers
  • CRD: 152667
  • IARD: None
  • Insurance: None
E. Firm State Licensing
  • Financial Advice, Services for Fees: See List
  • Investment Products for Commission: Not Applicable
F. Financial Fiduciary (Advice & Services for Fees)
  • Yes
G. Firm Record of Compliance
  • No Disclosures
  • No Disclosures
  • State Securities: No Disclosures
  • State Insurance: No Disclosures
H. Additional Disclosure(s)
  • None
I. View Firm ADV
J. Links to Regulatory Agencies and Associations

VII. Business Data & Practices

A. Firm Business Philosophy
  • Read Business Philosophy

    Vector Wealth Management is passionate about making the complexity of our clients’ financial lives simple and understandable. At Vector, we provide a framework for our clients to make confident, smart decisions and ultimately planning for tomorrow while getting today right.

B. Minimum Asset Requirement
  • $500,000
C. Number of Current Clients
  • 900
D. Assets (Management, Advisement)
  • $1,000,000,000
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • GoToMeeting (or similar service)
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Quarterly)
H. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Firm Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • None
E. Custodian(s)
  • Charles Schwab
  • TD Ameritrade

IX. Certification

Firm Name
  • Vector Wealth Management
Most Recent Update:
  • Feb 11, 2019