Brad NeugebauerCRD Number: 3062653
Current Firm: Visionpoint Advisory Group
Brad Neugebauer (CRD# 3062653) is an Investment Advisor Representative working at Visionpoint Advisory Group in Watertown, SD and has over 23 years of experience in the finance industry.
Eagle Strategies LLC
Hi-line Capital Management, LLC
Peschl & Associates, Inc.
|Lpl Financial LLC||Sioux Falls, SD||Aug 2019 - Current||2|
|Visionpoint Advisory Group, LLC||Watertown, SD||Aug 2019 - Current||2|
|Principal Securities, Inc.||Siouc Falls, SD||Jul 1998 - Aug 2019||21|
|Principal Mutual Life Insurance||Sioux Falls, SD||May 1998 - Aug 2019||21|
|Princor Financial Services Corporation||Sioux Falls, SD||May 1998 - Aug 2019||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management1,992MILLIONS
Total Number of Accounts2,692ACCOUNTS
Average Account Value$739,938
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, LA, MD, MN, MO, MT, NC, ND, NE, NV, NY, OH, SD, TX, WA, WI
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